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Sherry Fox

Portfolio Accouting Associate

Sherry Fox is a dedicated financial professional currently serving as a Portfolio Accounting Associate at Waverly Advisors, LLC since October 2025, focusing on client onboarding and account auditing. Prior experience includes roles as an Accountant at Dayton Metro Library, where responsibilities included managing purchase requisitions and budget allocations, and as a Project Control Analyst at Azimuth Corporation, tracking obligations and expenditures. Sherry has held various financial and analytical positions, including a Financial Management Specialist at NAMRU-Dayton and a Financial Analyst at Serco / Marathon TS. Previous roles also include Data and Cost Analyst at Staco Energy Products and Manager of Data, Reporting & Performance Measurement at Fiera Capital, where leadership of a team ensured the integrity of statistical data. Earlier career stages involved administrative roles that supported senior management and managed procurement processes for defense contracts. Sherry holds a Bachelor of Science degree in Business Administration/Marketing from Franklin University and an Associate degree in Office Accounting.

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