Meet Our Team

Lindsay F. Lambertson

Vice President

Lindsay Lambertson supports regulatory compliance, standard business operations, and manages special projects within the firm. Ms. Lambertson is also responsible for CRM system administration.

Before joining Sherman & Company, she spent six years at Bank of America. As a vice president, she was responsible for identifying, articulating, and executing strategic initiatives to achieve key business outcomes in the Commercial and Enterprise Credit Risk space. Her last two years were spent implementing Basel II business and technology standards for three commercial lines of business. While at Bank of America, she earned her Six Sigma Green Belt Certification.

Earlier in her career, Ms. Lambertson was a Financial Services Software Consultant with American Management Systems, now CJI, and was responsible for the identification of client business requirements, system testing and integration, and end-user training.

Ms. Lambertson received a B.A. in Business Management from Virginia Tech.

Contact Info:

(704) 965-7508

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Meet the Team

Matthew D. Beltz

Managing Director

Pamela B. Carico

CFO and Managing Director