Karly Sherwood
Executive Assistant to the President
6400 S Fiddlers Green Circle, Suite 850, Greenwood Village, CO 80111
P: (303) 770-6017
C: (734) 718-7426
Overview
Overview
Working with a team of experts like The Forbes M+A Group is truly a privilege. These professionals care deeply for their clients and they will go the extra mile to get the best value for them. It is a joy to support such a motivated and determined leader and team who keep the best interests of their clients at the forefront of their work, every step of the way.
Karly supports President, Bob Forbes, and the rest of the senior team in duties including office operations, meeting coordination, human resources, systems development and implementation, financial processing, event planning, and compliance.
Prior to joining Forbes M+A, Karly was an Administrative Assistant to the Denver branch of P&M Corporate Finance (formerly EKS&H Capital Advisors) where she supported the firm’s Denver team of investment bankers. Karly brings diverse business knowledge to her team with experience in financial services, accounting, executive support, grants management, and event planning.
Karly is currently pursuing her MBA with a concentration in finance part-time at the University of Denver – Daniels College of Business and is expected to graduate in August of 2021. She received her Bachelor of Arts from the University of Michigan (Ann Arbor) in 2013 with concentrations in International Studies and French.
Karly lives in Denver and enjoys spending her free time traveling, hiking, camping, enjoying live music, and volunteering with the Florence Crittenton Services of Colorado where she serves on the junior board.
Industry Experience
Industry Experience
- Financial Services
- Government Services
- Hospitality
- Non-Profit
- Arts & Entertainment
Education & Certifications
Education & Certifications
- University of Denver – Daniels College of Business, MBA Candidate
- University of Michigan – Ann Arbor, B.A. International Studies & French
- French Tutor
Professional & Civic Affiliations
Professional & Civic Affiliations
- Chair of the Florence Crittenton Services of Colorado, Junior Board














Contact Us
Careers
The Forbes M+A Group is not actively recruiting currently, but encourage you to regularly check back.
Securities transactions are conducted through The Forbes Securities Group, LLC ("FSG"), a member of FINRA and SIPC. Check the background of this Broker-Dealer and its registered investment professionals on FINRA’s BrokerCheck.