Chief Compliance Officer
As our Chief Compliance Officer, Shari is responsible for developing and maintaining our compliance program and ensuring that we keep ahead of the many rules and regulations required of investment advisors. She joined JSF in 2010, when we had grown large enough to require an individual focused solely on compliance.
Shari grew up on the east coast on Long Island in New York. She received her BA from Queens College, and her JD from Cardozo School of Law. She also completed her Masters of Business Taxation at the University of Southern California. Before joining us at JSF, Shari worked as a Tax Manager at Wealth and Tax Advisory Services. Inc. and Arthur Andersen LLP.
When she isn’t at the office making sure we have dotted our i’s and crossed our t’s, Shari loves cooking and hosting friends and family, traveling to both new and favorite places and spending time with her family, which includes her three kids and her husband (who just happens to be our fearless leader, Jeff!).