Betsy Campbell Shelton
Directeur de Recherche - Fxd Inc chez Charles Fish Investments, Inc.
Profil
Ms. Betsy C.
Shelton is a Director of Research & Senior Portfolio Manager at Charles Fish Investments, Inc. She is responsible for overseeing the extensive due diligence performed by CFI’s research department.
Her primary responsibilities include 1) oversight of CFI’s credit assessment and monitoring practices.
In this capacity she researches, evaluates, and monitors client assets; performs impact analyses on regulatory, judicial and legislative issues; and maintains CFI’s extensive credit database, 2) surveillance of the firm’s monthly valuation process, identifying pricing inaccuracies relative to market considerations, and 3) administration of CFI’s year-end tax reports including management of the amortization/accretion process on municipal securities, both tax-exempt and taxable.
Additionally, she routinely interfaces with clients with regard to their portfolio assets, investment strategies, and other needs.
Ms. Shelton was previously employed as a Principal by Bateman, Eichler, Hill Richards Realty Co., Inc., a Vice President by Dean Witter, a Vice President by First Boston Corp., and a Principal by Goldman Sachs & Co. LLC.
She earned a degree in Economics from the University of Redlands and has also completed advanced studies through UCLA, UCI, and AIMR.
She holds a paralegal certificate from the University of California, Irvine.
Postes actifs de Betsy Campbell Shelton
| Sociétés | Poste | Début |
|---|---|---|
Charles Fish Investments, Inc.
 Charles Fish Investments, Inc. Investment ManagersFinance Charles Fish Investments, Inc. (CFI) is an independent, SEC-registered asset management firm headquartered in Irvine, California. The firm was founded in 1984 by Charles Fish. CFI offers individually tailored investment services to families of great wealth and institutional clients. | Directeur de Recherche - Fxd Inc | 01/01/1996 |
Anciens postes connus de Betsy Campbell Shelton
| Sociétés | Poste | Fin |
|---|---|---|
| Dean Witter | Corporate Officer/Principal | - |
Bateman, Eichler, Hill Richards Realty Co., Inc.
 Bateman, Eichler, Hill Richards Realty Co., Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Bateman, Eichler, Hill Richards Realty Co., Inc. provides securities brokerage services. The company is based in Los Angeles, CA. | Corporate Officer/Principal | - |
| First Boston Corp. | Corporate Officer/Principal | - |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Formation de Betsy Campbell Shelton
| University of Redlands | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Charles Fish Investments, Inc.
Charles Fish Investments, Inc. Investment ManagersFinance Charles Fish Investments, Inc. (CFI) is an independent, SEC-registered asset management firm headquartered in Irvine, California. The firm was founded in 1984 by Charles Fish. CFI offers individually tailored investment services to families of great wealth and institutional clients. | Finance |
Bateman, Eichler, Hill Richards Realty Co., Inc.
Bateman, Eichler, Hill Richards Realty Co., Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Bateman, Eichler, Hill Richards Realty Co., Inc. provides securities brokerage services. The company is based in Los Angeles, CA. | Finance |
| First Boston Corp. | Finance |
| Dean Witter | Finance |
