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Blue Water Advisors adds Sheryl Rothman to wealth management team


Blue Water Advisors (BWA), an independent, boutique wealth management firm and SEC-registered investment advisor, has appointed Sheryl Rothman, Chartered Financial Analyst, as an Associate Wealth Advisor. 

An experienced professional in the asset management industry, Rothman had an accomplished career working for large investment management companies and a boutique asset management firm. She is also working towards obtaining CFP certification.

"We are delighted and honoured that Sheryl has joined us on our mission to provide clients   differentiated, truly comprehensive wealth management services. Her academic training at Wharton and the University of Chicago Booth School of Business and professional credentials speak for themselves, but most remarkable is Sheryl's approachable, warm, client-friendly demeanour and temperament. All clients, but especially those in our focus areas of women in transition and business owners, may benefit from Sheryl's unique combination of relevant experience, intelligence, drive, integrity and compassion. Her qualities align beautifully with BWA's core values of Trust, Excellence and Teamwork," says Max Haspel, founder of Blue Water Advisors.

"I've come to realise how important it is for a person, and for a woman in particular, to have a financial plan in place in order to be able to meet long-term needs and achieve long-term goals," Rothman says. "BWA is the ideal place for me to expand my financial planning expertise while at the same time contribute the skills and knowledge I've gained over the past years in the investment management business.  I was attracted to BWA's well-thought out investment policies and processes, as well as by Max and his team's thoughtfulness and careful consideration of their clients' needs."

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