Meet Our Team

Evan R. Kelly


Evan Kelly is responsible for supporting the firm’s insurance distribution, property & casualty, life/health, and asset & wealth management clients through financial analyses, including industry research, valuation, and financial modeling.

Before joining Sherman & Company, Mr. Kelly completed an internship with Marsh McLennan Agency on their Corporate Development team.  He also completed an internship with a registered investment advisor, Rockbridge Investment Management.  

Mr. Kelly graduated Magna Cum Laude from Le Moyne College with a B.S. in Finance and Business Analytics. He also holds an M.B.A. with a concentration in Business Analytics from Le Moyne College.

Contact Info:

(585) 281-3014

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Meet the Team

Matthew D. Beltz

Managing Director

Pamela B. Carico

CFO and Managing Director