Founder — In Memoriam.

Carl founded Carl P. Sherr & Co. in 1964, laying the foundation for the firm that continues his legacy today. He was known for his warm, outgoing personality, wide-ranging interests, and enduring accomplishments—both personal and professional.

A pioneer in the financial services industry, Carl introduced the concept of discount brokerage to central Massachusetts in the 1970s and later launched an institutional NASDAQ trading division that prospered through the 1980s and 1990s. He proudly witnessed the firm’s evolution into the comprehensive financial planning and wealth management practice it is today.

Beyond his professional achievements, Carl was deeply committed to the Worcester community, generously supporting many local organizations such as the Jesse Burkett Little League. Known for his love of the outdoors, his easy smile, and his devotion to family and friends, Carl left a lasting mark on all who knew him.