Sean is President and Chief Investment Officer of Shelter Rock Management. He has three decades of experience in portfolio management and investment research. Prior to Shelter Rock, he was a member of Heirloom Capital Management, an investment fund that had assets in excess of $500 million. He was responsible for the firm’s investments in telecommunications, media, technology and other industries. He was also a member of the investment fund Zinc Capital Management where he focused on technology investments. Mr. Chaitman was formerly a senior equity research analyst at Jesup & Lamont Securities Corporation and a member of Smith Barney’s value stock research team. At these firms he worked with portfolio managers and analysts at some of the largest institutional investment companies worldwide.
Sean has an MBA from Columbia Business School and a BS in Economics from the University of Wisconsin at Madison. He has been quoted and featured in The Wall Street Journal, Investor’s Business Daily, Forbes and The Wall Street Transcript.
Andrew is Executive Vice President of Shelter Rock Management. He is responsible for managing client relationships, business development and corporate operations. Andrew is a seasoned financial services executive with three decades of investment-related industry experience in institutional sales and trading, portfolio and wealth management. Prior to Shelter Rock, Andrew was an institutional sales and trading Managing Director and Vice President at firms including Penserra Securities, HSBC Securities, the New York Stock Exchange, Jefferies & Company and Instinet Corporation. At these firms, he helped manage trading relationships with some of the world’s largest institutional investment companies. Prior to this, Andrew was a portfolio manager at Sanford Bernstein & Company, where he invested over $700 million in assets for wealth management clients. Andrew began his professional career with Merrill Lynch, in a financial advisory capacity, where he provided retirement plan expertise to small business corporations.
Andrew has a BA in Political Economy from Tulane University.
Shari is Director of Client Services and Administration at Shelter Rock Management. She manages the company’s daily office administration by preparing, processing and maintaining client brokerage account and compliance documents. Shari oversees a variety of operational support projects that help the company operate in an efficient manner. Prior to Shelter Rock, Shari worked in the non-profit sector for over a decade as a fundraising and event director for the Cystic Fibrosis Foundation.
Shari has a BBA and an MTA from the George Washington University.
Director of Marketing and Operations
Randi is Director of Marketing and Operations at Shelter Rock Management. She assists with corporate operations, including helping to prepare the company’s marketing and compliance documents. Randi has over two-decades of experience in marketing, compliance and client services support. Prior to Shelter Rock, Randi was the Director of Affiliate Marketing at the Financial Industry Regulatory Authority (FINRA), where she performed strategic and financial planning, oversaw budgets, and managed retention and acquisition programs for the NASDAQ and the American Stock Exchanges. Before her tenure at FINRA, Randi served as Director of Excite@Home, where she managed media relationships with several Fortune 100 companies.
Randi has a BA in Marketing from the University of Michigan at Ann Arbor.
Investment Research and Trading Associate
Jason is an Investment Research and Trading Associate at Shelter Rock Management. He performs fundamental equity and credit research on Shelter Rock Management’s portfolio holdings by following our proprietary investment processes. He also provides trading support to assist with the management of client accounts.
Jason has a BBA in Finance from Villanova University.