Douglas B. Sherlock, CFA, is President of Sherlock Company which assists health plans, their business partners and their investors in the treasury and control functions of finance.
Prior to the founding of Sherlock Company, Sherlock was Vice President of Financial Analysis of U.S. Healthcare, Inc. where he directed the company's merger and joint venture activity, its investor relations program and its HMO product for Medicare beneficiaries. Sherlock was formerly Vice President of Salomon Brothers, Inc where he specialized in the financial research of prepaid health plans and hospital systems, and assisted in the capital formation and merger activities of health care companies. He was the Greenwich Survey First Place HMO Analyst and a runner-up in the Institutional Investor polls.
Sherlock is a Chartered Financial Analyst. He has been a member of the Financial Accounting Policy Committee of the CFA Institute. He has served on the Editorial Board of Inquiry, a journal of health care organization, provision and financing published by the Blue Cross Blue Shield Association, and is a reviewer for Health Affairs.
Sherlock is a frequent speaker before health care groups including the America’s Health Insurance Plans, the HealthCare Financial Management Association, and the Blue Cross Blue Shield Association. The research of Sherlock Company has recently been cited in such periodicals as The New York Times, Forbes, Investor’s Business Daily, Modern Healthcare, Hospitals, The Wall Street Journal, HMO Managers Letter, Business Week and The Medical Business Journal.
Sherlock holds an M.B.A. in finance from Loyola College in Maryland. He received his bachelor's degree in economics from Franklin and Marshall College, Lancaster, Pennsylvania.
Chris joined Sherlock Company in September 2003 and currently serves as a Senior Health Care Analyst. He graduated magna cum laude from Villanova University in December 2002, receiving a Bachelor of Business Administration degree with a major in Finance.
His primary responsibilities include assisting with valuations, compilation of administrative expense benchmarks for health plans, assisting in the publication of PULSE, compilation of health plan dashboards and support of operationial analyses. He has worked on ten valuation assignments for health plans. His recent work includes the preparation of the 2008 Sherlock Expense Evaluation Report benchmarking study for the various universes. His work has been instrumental in automating, checking, compiling and publishing SEER. His current work focuses on the application of SEER benchmarks to fix operational issues.
Erin joined Sherlock Company in June 2005 and currently serves as an Analyst. She received her Bachelor’s degree in Business and Economics from Ursinus College in May 2005, summa cum laude.
Her primary responsibilities at Sherlock Company include assisting in preliminary and formal valuations. She has worked on thirteen valuation assignments for health plans. She also compiles administrative expense benchmarks for health plans and contributes to the publication of PULSE. Her recent work includes compilation of the 2008 Sherlock Expense Evaluation Report benchmarking study for the various universes. Among her duties is the coordination and development of best practice meetings and conferences.
Marco joined Sherlock Company in April 2006 and currently serves as an Analyst. He graduated from Villanova University in May 2006 with a Bachelor of Business Administration degree with a major in Finance and a concentration in Economics.
He has been involved in assisting in ten valuations. Marco has also prepared special analyses of our SEER benchmarking study for participants. His primary responsibilities also include contributing to the publication of PULSE. He has recently developed a unique statistical model using SEER to create a budget model for firms, recognizing the factors of scale, staffing costs and non-staffing costs, as well as their interactions. He recently completed an analysis bearing on the management of information systems expenses.
John joined Sherlock Company in January 2009 and currently serves as an Analyst. He graduated from Lehigh University in May 2008 with a Bachelor of Science degree in Finance. His primary responsibility is contributing to the publication of PULSE, and developing metrics useful for valuations of health plans. He recently completed a review of health plan capital market activities.
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