Brian Sherman

I deliver tailored, insightful guidance to my clients and develop long-term partnerships built on excellence.

Brian provides valuation advisory services to private equity sponsors, hedge funds, institutional money managers, insurance companies, banks and law firms that hold complex and esoteric financial assets, with a focus on residential mortgage-backed securities, commercial real estate, collateralized loan obligations and other asset-backed investments.

Brian has more than a decade of experience in financial markets with specializations in structuring, trading and analyzing complex financial instruments. He counsels clients on a wide variety of valuation matters.

Prior to joining Lincoln, Brian was a Portfolio Manager at Freddie Mac where he managed the execution of complex structured product offerings. Before that, he worked at Fannie Mae focusing on mortgage and securitization policy.

Brian earned a Bachelor of Science in finance from Wake Forest University. He is a Chartered Financial Analyst.