Richard Sherry, CFA

Portfolio Manager and Senior Research Analyst

Start Date
Industry: 1991
KAR: 1995
Research Experience: 1998
Sector Coverage

Large-capitalization communication services, energy, financials, and utilities

  • MBA, Finance, University of Southern California
  • B.A., Economics, University of California, Los Angeles
Prior Work Experience
  • Marketing Analyst – Kayne Anderson Rudnick Investment Management
  • Operations/Marketing Supervisor – Pilgrim Asset Management

What Do You Enjoy Most About Your Job?
I enjoy the fact that there is always something new to learn. It could be a new business that we have never looked at in the past or it could be re-examining a business that we have haven’t looked at in a number of years. We are constantly getting new pieces of information that give us more knowledge. I love learning about new things, and you really get to satisfy your curiosity with this job.

What Do You Enjoy Most About Working at KAR?
I love working at KAR because it is a very collegial and open company. We are not the kind of place where everyone shuts their door and stays to themselves. We work together and we talk about things all the time. From that, you get different perspectives, and you learn more than if you are just off on your own. We spend a lot of time together educating each other. I believe this leads to more knowledge and, therefore, better investment results for our clients.

What Are You Involved in Outside of Work?
Time outside of work is spent with family. I have two boys and they keep me busy, whether it is helping them with their homework or shuttling them to different activities. They also like to go to the park to play ball and love to hike. If I have any free time, I love to read history, financial books and if I totally wants to escape, I’ll read some Stephen King.

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at

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