Skip navigation

Carol Sherman

Founder, Managing Director, Institute for Preparing Heirs

Carol joined the Institute for Preparing Heirs at its inception in early 2009, bringing more than 25 years of experience as a results-driven manager and marketer with strong writing, communications, creative and strategic planning skills. She manages client relationships, oversees the Institute's workshop programs, and the Institute's marketing  and content strategies, and has authored numerous articles on topics of interest to wealth managers. Prior to joining the Institute, she served as Marketing Director for a large national independent mortgage lender where she utilized her team-building skills to successfully lead business development and marketing functions for one of the company's most profitable divisions. 

Carol’s Recent activity