Mark Sherman, CFA®

Mark joined Wilkinson Wealth Management in 2026 as the firm’s Chief Investment Officer and is a Chartered Financial Analyst® (CFA®) Charterholder. A native of Virginia’s Shenandoah Valley, he began his career as a Certified Public Accountant (CPA) after graduating from Bridgewater College. He later earned his MBA from William & Mary, where he developed a strong interest in investment analysis and financial planning.

Mark began his investment career in San Francisco during the late 1990s dot-com era while working with an independent investment advisory firm. Experiencing the rapid rise and subsequent market correction of many early internet companies helped shape his approach to investments and reinforced the importance of balancing risk and return expectations through thoughtful, long-term planning.

Over the course of his career, Mark has worked with a wide range of clients, including individuals and institutional relationships. While every client’s goals are unique, he believes the foundation of strong financial guidance is built on trust, responsiveness, and disciplined portfolio management tailored to each client’s needs.

Outside of the office, Mark enjoys watching sports, traveling, and reading. His travels have taken him throughout Europe, Asia, and the Middle East, and on weekends he can often be found at a local coffee shop keeping up with financial markets and the latest business news.