Sierra Investment Management
Jerrod DeShaw, CMFC®, has a solid work experience in the financial industry. Jerrod is currently serving as the Director of National Accounts at Sierra Investment Management, Ocean Park Asset Management, and Sierra Mutual Funds. Prior to these roles, they were the Head of Institutional Sales and Distribution at Gerstein Fisher. Jerrod also held various senior positions at Sentinel Investments, including Senior Vice President, Head of Institutional Sales, and Senior Vice President, National Sales & Marketing. Before joining Sentinel Investments, Jerrod worked at John Hancock as AVP, National Accounts, and at Guardian Life as a Key Account Manager.
Jerrod DeShaw, CMFC®, holds a BA degree in Government and Economics from Colby College, which they obtained between the years 1993 to 1997. In addition, they have acquired certifications such as the Series 66 and Series 7. Furthermore, they have been awarded the Charterd Mutual Fund Consultant (CMFC) designation from the College of Financial Planning.
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Sierra Investment Management
Since 1987, Sierra Investment Management, Inc. (Sierra) has been helping conservative investors to preserve and grow their wealth. Through the years, we have fine-tuned an investment approach specifically designed to help our clients enjoy a relaxing, worry-free future. In addition to generating satisfying returns, we also focus on reducing downside risk. Using decades of strategic research and our proven risk management disciplines, we help our clients meet their specific investment goals. As of March 31, 2019, Sierra and its affiliates manage or advise over $3.5 billion in assets for conservatively minded clients. To learn more about Sierra, please visit our website or call 800-729-1467.