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.
Vice President
Daniel is an investment advisor and a member of Shelter Rock’s Investment Committee. Daniel has three decades of experience as a portfolio manager, an investment advisor and the former owner and operator of Stepping Stones Management, LLC, an independent investment management company. Prior to this he was an investment advisor at AG Edwards & Sons and Merrill Lynch.
Daniel has an MBA from Pace University and a BA in Economics from The College of the Holy Cross.
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.
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.