Senior Client Service Associate
Shelley joined Sage Mountain Advisors in November 2022 as a Senior Client Service Associate.
Prior to joining the team, Shelley was a Client Service Manager at another private wealth management firm in Atlanta and has over 5 years’ experience in the financial services industry. Before joining the industry, she spent most of her career working in the Public Affairs department of the Consulate General of Israel to the Southeastern US.
Shelley was born and raised in London, England, and earned a Bachelor of Science in Business and Financial Economics from the University of Leeds in the United Kingdom. She lives in Brookhaven with her daughter and enjoys listening to music, staying active, and spending time with friends and family.