Stephanie has over 35 years’ experience in portfolio and risk management. Prior to founding ShellmanWealth, she served as a Senior Manager at ING Bank and BankBoston . She has a Bachelor of Arts degree from Wellesley College (Wellesley, Massachusetts) and a Master in Finance (University of Montevideo).
Stephanie holds three of the most prestigious professional certifications in the area of investment and risk management: the CFA® (Chartered Financial Analyst), CAIA® (Chartered Alternative Investment Analyst), and FRM® (Financial Risk Manager) charters.
Stephanie is an advocate for improving competency among investment professionals in Uruguay through both professional education and standards of practice. She teaches portfolio management at the graduate level at the University of Montevideo.
She is one of the founding members of the Cámara de Asesores de Inversión de Uruguay and a board member of the CFA Society of Argentina and Uruguay. She is also a director of the Fulbright Commission in Uruguay.
She is American by birth but has made Uruguay her home since 1990.
Carla has an Electrical Engineering degree from the Universidad de la República, a Master in Business Administration from the IAE Business School of the Universidad Austral de Buenos Aires and a Master in Finance from the Universidad de Montevideo.
Before joining ShellmanWealth as the Operation and Investment Manager, she worked in the private sector as Controller and Financial Manager. She has experience in planning and management control, risk management, information systems and financial management, short and long financial planning, financing structure and investment project analysis.
Carolina has an accounting degree from the Universidad Católica de Uruguay, and has a Masters in Tax Law from the University of Montevideo. She is actually studying a postgraduate in financial investments at University of Montevideo.
She joined the law firm, Jiménez de Arechaga Viana & Brause, in 2008 to create the Tax and Accounting department. Previously, she worked as independent accountant in the areas of tax preparation , financial advisory , consulting and management.
Carolina continues to provide support to her family´s Olive Oil business primarily in brand positioning and marketing strategies.
Paola studied administration at Universidad ORT. Before joining Shellman Wealth she worked at de Arteaga Real Estate in the sales and customer service. Previously she worked in the administration, marketing and sales in several Uruguayan companies.