Craig Sherman CFA, FRM, CTA in

Craig Sherman CFA, FRM, CTA

Inquirer · DISC type cd
Senior Portfolio Manager, Multi-Sector Credit (Proprietary Capital) at Investec
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
22 Years
Current Role
Senior Portfolio Manager, Multi-Sector Credit (Proprietary Capital)
Location
United States
Personality Overview

How Craig shows up

Upfront
Hard To Convince
Judgemental

They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Craig cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2018 - 2-2024
Senior Portfolio Manager, Multi-Sector Credit (Proprietary Capital)
Investec
11-2012 - 5-2018
Head of Credit Portfolio Management
Ashburton Investments (FirstRand Group)
4-2009 - 8-2012
Entrepreneur & Consultant (Credit, Structuring, Risk)
DG Capital / Etana Insurnace / CS Consulting
1-2001 - 3-2009
Credit Portfolio Manager
RMB - Rand Merchant Bank (FirstRand Group)
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2001
Bsc Hons Advanced Mathematics of Finance
University of the Witwatersrand
1997 - 1999
BeconSC
University of the Witwatersrand
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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