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Sharon Appelman, CFP®
Managing Director, Wealth Advisor, Co-Head of Wealth Planning
- 20+
- Years of
Experience
- 2+
- Years at First
Manhattan
Sharon Appelman, CFP®, is a Managing Director, Wealth Advisor, and the Co-Head of Wealth Planning. She works closely with the Varon Group to 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 in 2022, Sharon worked at Neuberger Berman for eight years, most recently as a Senior Wealth Planner for The Bolton Group for the past five years. Previously, she built the firm’s financial planning department and served as Director of Financial Planning for three years.
Before joining Neuberger Berman, Sharon was the Director of Financial Planning and Investment Management at Francis Financial and the Director of Financial Planning Services at Element Financial Group. Earlier in her career, she was a Financial Advisor at Ameriprise Financial/American Express Financial Advisors.
Sharon holds an MBA from Bar-Ilan University in Israel and a BMus in Music Performance (Cello) from Royal Academy of Music at the University of London, where she graduated with first-class honours.