As Director of Financial Planning & Investment Specialist at MassMutual Pittsburgh, Sherri Klutch believes in connecting people. In fact, it's been the theme of her professional life. Ask Sherri to discuss the responsibility MassMutual Pittsburgh has to the community we serve, and she will tell you that it is through the relationships we build that we are able to help our clients achieve their financial goals."...which allows them to live lives that are happier and more fulfilled."
Sherri's career in the Financial Services Industry began in the mid-80's. After graduating from Stanford University, she worked for Nuveen as the West Coast Sales AVP - Institutional Cash Management. Her climb was swift and steady, to regional VP of Sales for Concord Financial Group, then onto head of Product Development and Product Management, where she was also actively involved in the IPO and eventual sale of the company.
Since joining MassMutual Pittsburgh in 2007, Sherri has been the driving force behind our financial planning strategy. She brings a wealth of investment, sales, and product management experience to the table, as well as the human touch. Combining her invaluable experience with her knowledge of portfolio analysis, case design and fee-based planning, she provides an indispensable resource to our financial professionals.
Currently participating on behalf of MassMutual Pittsburgh in the Eastern Region's Advisory Board, run by John Rogan, MassMutual's Head of Field Management for the North Eastern Regions, Sherri is a transplant from San Francisco, and has called Pittsburgh her home since 1992. A great supporter of the arts, she visits museums and attends live theater whenever she can. Sherri is an avid reader and loves to travel, especially to spend time with her two grown daughters, Madison and Mackenzie.
Check the background of this investment professional on FINRA's BrokerCheck