Sharon Appelman, CFP®, MBA
Managing Director, Wealth Advisor at First Manhattan Co.- Claim this Profile
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Hebrew -
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Bio
Experience
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First Manhattan Co.
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United States
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Investment Management
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1 - 100 Employee
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Managing Director, Wealth Advisor
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Sep 2022 - Present
Sharon has joined the DSG Group at First Manhattan as a Wealth Advisor. In collaboration with her colleagues, Sharon will provide clients with customized and creative solutions to help them prioritize and reach their financial goals. She has 18 years of industry experience, including 15 years as a senior financial planner. Prior to joining First Manhattan Co. in 2022, Sharon worked for Neuberger Berman for eight years, most recently as a Senior Wealth Planner for the Bolton Group. Previously, she built the firm's financial planning department and served as Director of Financial Planning for three years. Sharon holds an MBA from Bar-Ilan University in Israel and a BMus in Music Performance (Cello) from the Royal Academy of Music at the University of London, where she graduated with first-class honours.
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