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 American Association of Health 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 preliminary valuations, compilation of administrative expense benchmarks for health plans and assisting in the publication of PULSE. He has worked on nine valuation assignments for health plans, four of which were based in Ohio and three in Michigan. His recent work includes the preparation of the 2007 Sherlock Expense Evaluation Report benchmarking study for the various universes.
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. She is currently preparing for the level I CFA examination.
Her primary responsibilities at Sherlock Company include assisting in preliminary and formal valuations. She has worked on a total of ten valuation assignments for health plans, four of which were in the state of Michigan, three in Ohio, and one in Puerto Rico. She also compiles administrative expense benchmarks for health plans and contributes to the publication of PULSE. Her recent work includes compilation of the 2007 Sherlock Expense Evaluation Report benchmarking study for the various universes.
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 seven preliminary valuations. Of these, four have been for plans in the state of Michigan, two in Ohio and one in Puerto Rico. Marco has also prepared special analysis of our SEER benchmarking study for participants. His primary responsibilities also include contributing to the publication of PULSE. He has recently completed an analysis of administrative expenses of Blue Cross and Blue Shield plans and an analysis of executive compensations.
Home | SEER Forums | Analyses | Site Index | Tools | Contact Us
© 1997-2008 Sherlock Company. All Rights Reserved. Legal Information