516-605-2215

Shelter Rock Management, LLC is an independent registered investment advisory firm that actively manages retirement and discretionary assets for individuals, families and corporate clients

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Location
375 North Broadway, Suite 207
Jericho, New York 11753

Sean Chaitman

President & Chief Investment Officer

Sean Chaitman

Sean is President and Chief Investment Officer of Shelter Rock Management. He has close to three decades of investment management experience as a portfolio manager and a research analyst. Prior to Shelter Rock, he was a member of Heirloom Capital Management, a long and short investment fund that had assets in excess of $500 million. He was responsible for the firm’s global investments in telecommunications, media, technology and other industries. He was also a member of the long and short 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.

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Biography

Sean is President and Chief Investment Officer of Shelter Rock Management.

Sean is President and Chief Investment Officer of Shelter Rock Management. He has close to three decades of investment management experience as a portfolio manager and a research analyst. Prior to Shelter Rock, he was a member of Heirloom Capital Management, a long and short investment fund that had assets in excess of $500 million. He was responsible for the firm’s global investments in telecommunications, media, technology and other industries. He was also a member of the long and short 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.

Mr. Chaitman has an MBA from Columbia Business School and a BS in Economics from the University of Wisconsin at Madison. For his investment work he was ranked by Reuters as a top 10 small and mid-cap electronics analyst in its 1999 and 2000 surveys. He has been quoted and featured in The Wall Street Journal, Investor’s Business Daily, Forbes and The Wall Street Transcript.