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

Shari Edelstein

Director of Client Services and Administration

Shari Edelstein

Shari works closely with Shelter Rock’s executive management team by providing administrative and operational support. 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 as a fundraising and event director for the Cystic Fibrosis Foundation.

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Biography

Shari works closely with Shelter Rock’s executive management team by providing administrative and operational support.

Shari works closely with Shelter Rock’s executive management team by providing administrative and operational support. 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 as a fundraising and event director for the Cystic Fibrosis Foundation.

Shari has a Bachelor of Business Administration (BBA) degree from the George Washington University. She is a former Division 1 athlete having participated on George Washington’s Gymnastics team. Shari lives in Roslyn, New York, with her husband Jay and their three children Spencer, Derek and Amber.