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 services 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, working 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 important as creating a plan for those who will benefit from your legacy.
Sharecca earned her BBA in Finance from the University of Cincinnati and is currently working towards the CERTIFIED TRUST AND FIDUCIARY ADVISOR™ (CTFA) designation.
In her free time, Sharecca loves to stay active and is passionate about fitness and health. She enjoys a good project or exploring new hobbies that will keep her mind and body busy. Sharecca resides in Durham, North Carolina with her husband Justin and their two dogs, Maggie and Cooper.