Sharon is a Principal and serves as the lead manager of the Meritage Value Equity strategy and co-manager of the Meritage Small Cap Equity strategy. She oversees the development of the quantitative aspects of the firm’s equity investment process and is a primary contact for many of the firm’s clients. She has over 30 years of investment experience in portfolio management and investment analysis.
Sharon received her B.B.A. with emphasis in Computer Science and M.B.A. in Finance from the University of Missouri-Kansas City with Honors.
Sharon enjoys bicycling, learning about holistic health pathways, and spending time with her daughters.