Sherri Lancaster

Client Service Manager

PHONE
212-584-1900

Sherri Lancaster

Client Service Manager

Sherri joined the Satovsky team in July 2024 as a Client Service Manager with over 20 years of industry experience. She has a bachelor’s degree in education and was formerly a mathematics teacher. She has a passion for serving clients in the wealth management industry and has done so since 2003. She has two grown daughters and two granddaughters, both born in the last 20 months, and she resides in NE Georgia.

A former military spouse and brat, in her spare time she enjoys thinking on her feet, cooking and trying new restaurants, playing trivia and watching Jeopardy, volunteering for various charities, going to live music shows, and spending time with family.

In college, I always enjoyed my math classes the most. I am also a people person who truly enjoys getting to know and help others. As a former mathematics teacher who also loves serving clients, I found the perfect opportunity to meld those skills working in operations and client service within wealth management these past 20 years.
Take the time to really listen and put yourself in other’s shoes and try to see things from different perspectives. Learning to meet people where they are is a lifelong lesson I strive to do every day.
232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900
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