The Vector Group

David Sherrill’s Wall Street career started in 1984 at a predecessor firm to Morgan Stanley – Smith, Barney, Harris, Upham and Co., Inc. His work in the investment banking world included structuring over $6 billion in complex financing for public entities in the airline and resource recovery industries. Specific projects included portfolio protection strategies for institutional investors during the infancy of this field.

In 1988, Mr. Sherrill joined Shearson Lehman Brothers (another predecessor firm) to start a financial advisory business. Today his clientele includes individuals, family trusts, charitable institutions, corporate entities and foundations. As one of the founding members of The Vector Group at Morgan Stanley, his focus includes financial planning, portfolio management, equity investing, risk assessment and alternative investments.

Mr. Sherrill is a CFA^® Charterholder and has the designation of Chartered Market Technician (CMT^®). With these advanced credentials, he analyzes investment opportunities for portfolio construction including strategic and tactical moves.

His education includes a B.S. in mathematics from the University of California, Berkeley. His passions include his family, music, history, backgammon and wine. He is very active in philanthropic pursuits including those aiding children in need, journalism and the arts. He has served on several eleemosynary boards including the New York Society for the Prevention of Cruelty to Children, the New England Historic Genealogic Society and the California Jazz Conservancy.

Mr. Sherrill has been a guest speaker on “Bloomberg Rewind” and named to The Financial Times’ “Top 400 Financial Advisors” in 2013. He has also been named to Forbes Magazine's list of "America's Best-in-State Wealth Advisors" 2018 - 2022.

Technical analysis is the study of past price and volume trends of a security in an attempt to predict the security's future price and volume trends. Its limitations include but are not limited to: the lack of fundamental analysis of a security's financial condition, lack of analysis of macro economic trend forecasts, the bias of the technician's view and the possibility that past participants were not entirely rational in their past purchases or sales of the security being analyzed. Investors using technical analysis should consider these limitations prior to making an investment decision.

Source: The Financial Times “Top 400 Financial Advisors,” April, 2013.   Criteria are based, in part, upon data gathered from and verified by Morgan Stanley as well as qualitative and quantitative criteria, including but not limited to, assets under management, asset growth, compliance records, and experience.  Morgan Stanley Financial Advisors were nominated by Morgan Stanley.  The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance.  Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating.

The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.


Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.

2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award..

Daniel Sheldon joined Morgan Stanley in 2015 after graduating cum laude from Marist College receiving a Bachelor of Science degree in Business Administration with concentrations in Finance and International Business as well as a Bachelor of Arts degree in Economics. At the Vector Group at Morgan Stanley, Daniel oversees Asset Allocation Strategies, Equity & Fixed Income Portfolio Management, Risk Analytics, & Trade Execution.

Mr. Sheldon resides in Bergen County New Jersey with his wife Nicole. On weekends he enjoys golfing, fishing, and spending time with his two dogs Will & Millie. During his tenure at Marist College, Mr. Sheldon played Division I baseball while also participating in the school’s Investment Practicum program, actively managing a portion of the institution’s endowment. He was elected as President and Lead Economist of the school’s Equity Fund as a junior and transitioned into the same roles of the college’s Fixed Income Fund the following year. Additionally, he was elected President of Marist College’s Investment Club, a title he held throughout his senior semesters.

Mr. Sheldon received his Chartered Financial Analyst designation in 2019 and is registered with the Financial Industry Regulatory Authority (FINRA) holdings his Series 7 and Series 66 licenses.

Gigi Cantada is the Group Director with The Vector Group at Morgan Stanley. Her primary focus is on providing first-class client service and strategic operational and administrative support to the group's clients. She is the first point of contact for many client questions, and on a daily basis she opens and monitors new and managed accounts, handles administrative and operational matters, and executes buy and sell trade orders.

Gigi began as a compliance analyst with Sherwood Securities/NDB Group in 1995. After five years, she moved to the institutional trading desk of Knight Capital Markets, where she provided settlement and liaison support for large fund companies and institutional clients. Gigi began working with David Sherrill in 2005 and became a key member of The Vector Group when it was established in March, 2010.

Gigi is married and is the mother of four children and an English Bulldog named, Bubba. She lives in Hillsborough, NJ.

Sayre joined The Vector Group in October of 2023 after nearly a decade working in the Technology sector. Sayre supports the group's clients as a Client Service Associate, prioritizing world-class service & efficiency. She also manages operations for The Vector Group across New York, Palm Beach and California.

Kate joined The Vector Group in March of 2024, and joined Morgan Stanley in September of 2021 after returning to her hometown of Palm Beach, Florida. Prior to Morgan Stanley, Kate worked as Office Manager for Kynikos Associates in New York. Kate graduated from Boston College in 2015, earning a Bachelor of Arts in International Studies: Economics Concentration with a minor in Hispanic Studies. She currently holds Series 7 and Series 66 professional licenses.