#United States #Chicago #North Square #E*TRADE #Daniel Sherman

Daniel Sherman Joins North Square Investments

North Square Investments has recently welcomed Daniel 'DJ' Sherman as their new Internal Sales Associate, a position created to bolster the internal sales support for the firm's Field Distribution Team, specifically in the Midwest and Southwest regions. The announcement was made by Phil Callahan, Head of Distribution, who emphasized the importance of Sherman’s role in supporting the firm's growth initiatives.

In his previous role as a Client Relationship Manager at *ETrade, DJ had extensive experience in assisting clients with brokerage accounts, trade execution, and various retirement planning resources. He expressed enthusiasm about his new position, highlighting it as an exciting opportunity to contribute to North Square's vision of delivering differentiated investment strategies.

Phil Callahan* conveyed confidence in DJ's capabilities, stating, "As our firm continues to grow and expand, and as we introduce new investment capabilities and establish new advisor relationships, we are delighted to have DJ join our firm. His experience at ETrade equips him well for the demands of our internal sales initiatives." Sherman will report to Brent Troy, Vice President and Manager of Internal Sales, who is excited about the skills and experience DJ brings to the team.

DJ Sherman, a notable alumnus of the Kelley School of Business at Indiana University, graduated in May 2025 with a Bachelor of Science in Business, emphasizing Economic Consulting and International Business. Additionally, he holds the FINRA 7 and 63 licenses, which further enhances his qualifications for his new role.

About North Square Investments: Founded in 2018 and based in Chicago, Illinois, North Square Investments has carved a niche in providing innovative active investment strategies. The firm's commitment to aggregating high-quality, alpha-generating strategies is directed towards helping financial intermediaries construct superior risk-adjusted portfolios. North Square operates under the umbrella of Azimut Group, a leading asset manager that oversees about $21.8 billion in assets as of January 31, 2026. The Azimut Group, with its expansive presence across 20 countries and over $160 billion in assets, stands as one of Europe's largest independent asset management firms.

In conclusion, DJ Sherman’s recruitment not only bolsters North Square’s internal team but also signifies the firm’s ongoing commitment to enhancing its service offerings and client relationships. As he embarks on this new journey, the industry will be keenly watching the developments as North Square continues to expand its footprint in the financial services arena.