Sherilyn Casiano

Sherilyn Williams Casiano is a prominent figure in the wealth management industry, particularly in serving ultra-high net worth (UHNW) families and foundations.1 She has over 30 years of experience in the field and has recently undergone a significant business transformation.5

Professional Background

Sherilyn Williams Casiano was previously the Chief Financial Information Officer and Founder of SI Williams Wealth Management, where she provided comprehensive family office services to UHNW clients.1 However, in March 2024, she announced a rebranding of her company from Williams Wealth Management to DynamicHQI.45

Current Role

As of September 2024, Sherilyn Williams Casiano holds the position of Chief Executive Officer at DynamicHQI, Inc.1 This transition marks a new chapter in her career, with a renewed focus on helping family office operators and ultra-high net worth individuals.5

Expertise and Contributions

Sherilyn is recognized as:

• A published author
• An inventor
• A speaker
• A thought leader in the family office industry and information technology6

Her expertise extends to understanding the operational dynamics of UHNW families, including the role of "internal influencers" in their decision-making processes.3

Educational Background

Sherilyn Williams Casiano holds an MBA from Columbia University, which has likely contributed to her success in the financial services sector.6

Recent Insights

In her professional communications, Sherilyn has recently highlighted:

• The challenges faced by first-time General Partners (GPs) in transitioning from investment-focused roles to becoming operationally savvy2
• The importance of understanding internal dynamics within UHNW families for effective wealth management3

Through her work and thought leadership, Sherilyn Williams Casiano continues to shape the landscape of wealth management for ultra-high net worth individuals and families.