Sharecca joined Delegate in the spring of 2021 and serves as an Advisory Associate. In this role, Sharecca supports the Investment Team and assists in fulfilling client requests or needs that arise daily.
Prior to Delegate, Sharecca worked as an Associate with Goldman Sachs where she provided value-added service and support to RIAs and clients. Sharecca began her career in wealth management working at Johnson Investment Counsel where she worked as an Operations Associate handling various mid and back-office tasks for clients’ portfolios. She then transitioned to a Trust Associate where she worked with ultra-high net worth individuals and families to implement and manage their family legacies. Sharecca truly believes that preserving what you’ve worked hard to achieve and accumulate is important, just as much as creating a plan for those who will benefit from your legacy is.
Sharecca holds a BBA in Finance from the University of Cincinnati along with her Series 7 and Series 63 licenses. She is working toward the CERTIFIED TRUST AND FIDUCIARY ADVISOR™ (CTFA) designation and is excited about growing in the Trust Administration field professionally.
In her free time, Sharecca is passionate about fitness and health and can often be found at the gym or cooking. Sharecca also loves spending time outdoors on land, hiking or biking, or on the water boating or kayaking. Sharecca resides in Durham, North Carolina with her husband Justin, and their two dogs Maggie and Cooper.View All Team Members