Sharon Margetson, CFA®, CIPM®

Senior Investment Analyst


My Net Worthwhile® is helping others realize their Net Worthwhile®.

Solutions-focused and passionate about researching investments, Sharon is an expert at integrating and automating financial data for efficient monitoring and evaluation processes. In addition, she supports SignatureFD by aligning portfolio management, manager selection, and investment decisions with clients’ desired outcomes.

Along with monitoring and evaluating performance, Sharon enjoys celebrating met goals. She holds a Bachelor of Science in Applied Mathematics from the Georgia Institute of Technology, is a CFA® charter holder and a CIPM® certificant. She is a member of the CFA Institute and CFA Society Atlanta, where she was a Board member for over five years. She has previously worked at Willis Towers Watson and Real Estate Management Services (REMS) Group.

In her free time, Sharon loves adventures where she can meet new people, explore new cultures, and enjoy the great outdoors. She volunteers with the Daughters of the British Empire in the USA (DBE) and the Atlanta Track Club and values a fulfilling and growth-oriented life.

CFA® is a registered trademark owned by CFA Institute.


*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.