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About
Jeffrey Sherman is a Portfolio Manager at Strive Asset Management in Dallas, Texas, where he leads investment strategies and portfolio construction for the firm’s clients. He holds key responsibilities in overseeing portfolios, managing risk, and developing quantitative investment approaches, focusing particularly on systematic solutions and analytics for institutional assets.
Sherman’s expertise centers on quantitative finance, with an emphasis on US equity strategies, fixed income, and multi-asset portfolios. He has a notable background in quantitative modeling and risk analytics, having previously served as Director of Quantitative Strategies at 2ndVote Advisers and as a Quantitative Analyst at State Farm, before joining Strive in 2023.
He earned his Master of Science in Quantitative Finance and Risk Analytics from Rensselaer Polytechnic Institute and a Bachelor of Science in Mathematics from SUNY Albany. Sherman has been recognized for building quantitative investment frameworks and bringing data-driven innovation to the investment management space, and is regarded for his contributions to systematic portfolio management and risk assessment across equity and fixed income sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Strive | Portfolio Manager | Jun 2023 to Present | — |
| 2ndVote Advisers | Director of Quantitative Strategies | Nov 2022 to Jun 2023 | — |
| State Farm ® | Quantitative Analyst | Jul 2020 to Nov 2022 | — |
| Society of Quantitative Analysts (SQA) | Board Member | Jul 2018 to Jul 2021 | — |
| NYS Teachers' Retirement System | Investment Officer | Aug 2017 to Jul 2020 | — |
Education
Rensselaer Polytechnic Institute
Master of Science (M.S.), Quantitative Finance and Risk Analytics (QFRA)
State University of New York at Albany
Bachelor of Science (B.S.), Mathematics
Skills & Expertise
Others at Strive Asset Management, LLC (1)
| Name | Role | Location |
|---|---|---|
M Mary O'Sullivan | Research Analyst | Boston, MA , United States |
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