Douglas B. Sherlock, CFA, is President of Sherlock Company, which assists health plans, their business partners and their investors in the treasury, strategic and control functions of finance. Now in its twenty-eighth year, Sherlock Company is known for its single-minded focus on the needs of its clients and its technical excellence.
Sherlock Company delivers performance benchmarking and analysis for the management of administrative functions, performs valuation and due diligence for business combinations and other capital transaction and offers research publications concerning the financial matters of health plans.
Sherlock focuses on the maintenance and development of the Sherlock Company business model. His marketing activities include panel, user and product development. Sherlock's process activities include the organization of various metrics for readily understood presentation and intellectual property protection including contracting and copyrights. As president, Sherlock provides the broad framework and oversight for successful execution of Sherlock reports and assignments.
Before founding Sherlock Company, Sherlock was Vice President of Financial Analysis of U.S. Healthcare, Inc., a predecessor to Aetna Inc., where he directed the company's merger and joint venture activity, its investor relations program and its Medicare + Choice product. Previously, Sherlock was a Vice President of Salomon Brothers, Inc where he published financial research concerning publicly traded health plans and hospital systems, earning high rankings in Institutional Investor and Greenwich Associates investor polls.
Sherlock is a Chartered Financial Analyst® charterholder. He is a contributing author to the fifth and sixth editions of Group Insurance, a textbook for actuaries. Sherlock Company's research was frequently cited in debates concerning the Affordable Care Act. Sherlock was been a member of the Financial Accounting Policy Committee of the CFA Institute and chaired its committee to review and comment on the AICPA audit guide for health care providers, and served on its subcommittee to review and comment on drafts of FASB's statement on Employers' Accounting for Postretirement Benefits Other Than Pensions (FAS 106).
Sherlock holds an M.B.A. in finance from Loyola University 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 valuations, compilation of administrative expense benchmarks for health plans, assisting in the publication of PULSE, compilation of health plan dashboards and support of operational analyses. He has worked on thirteen valuation assignments for health plans. His recent work includes the preparation of the 2015 Sherlock Expense Evaluation Report benchmarking study for the various universes. His work has been instrumental in automating, checking, compiling and publishing the Sherlock Benchmarks. His current work focuses on the application of SEER benchmarks to fix operational issues.
Erin joined Sherlock Company in June 2005 and currently serves as Senior Health Care Analyst. She received her Bachelor's degree in Business and Economics from Ursinus College in May 2005, summa cum laude.
Her primary responsibilities at Sherlock Company include assisting in preliminary, formal valuations, compilation of administrative expense benchmarks for health plans, and support of various analyses. She has worked on thirteen valuation assignments for health plans. Her recent work includes compilation of the 2015 Sherlock Expense Evaluation Report benchmarking study for the various universes. Among her duties is the coordination and development of best practice meetings and conferences.
John joined Sherlock Company in January 2009 and currently serves as an Analyst. He graduated from Lehigh University in May 2008 with a Bachelor of Science degree in Finance.
His primary responsibilities include contributing to the publication of PULSE, performing valuations of health plans and coordinating a benchmarking study for health plans focused on Medicare and Medicaid. These efforts are complementary in that the valuation metrics are empirically related to operating performance. John was awarded his CFA Charter in September 2015.