Like everything, Shellman Wealth
has a beginning. And a “why”.
Shellman Wealth was founded in 2003, the year after the banking crisis in Argentina and Uruguay. During the crisis, we saw many friends and acquaintances lose all their savings as a result of mismanagement of their investments. And along with their savings, they lost their financial security, something that could have been avoided. All they needed to do was follow the rules of sensible investing: develop a long-term financial plan, implement the plan efficiently and manage the risks.
At Shellman Wealth, we have followed these three simple rules for the past 16 years, in good times and bad. Our disciplined approach has paid off. In 2008, the most severe global financial crisis since the 1920´s, none of our clients suffered any permanent loss.
We make investing simple for our clients. But doing it well, it takes hard work and a dedicated team of professionals.
Stephanie is the founder and the heart and soul of Shellman Wealth. She is passionate about helping people invest well to live better. She is responsible for the strategic direction of the firm and is the Chief Investment Officer.
Stephanie holds a Bachelor of Arts degree from Wellesley College and a Master of Finance from the University of Montevideo. She has over 35 years of experience in the financial industry and holds 3 professional certifications: the CFA® (Chartered Financial Analyst), the CAIA® (Chartered Alternative Investment Analyst), and the FRM® (Financial Risk Manager). She teaches Portfolio Management and is a founding member and director of the Chamber of Investment Advisors and Portfolio Managers of Uruguay and the CFA Society of Uruguay.
With a proven track record in the local financial industry, Andrés brings a holistic business sense to Shellman Wealth. He acts as CFO of Shellman Wealth and is also responsible for the development of the commercial team of the firm.
He received his accounting degree from the Universidad de la República Oriental de Uruguay, and a Diploma of Senior Management (PAD) from IEEM - University of Montevideo. Prior to joining Shellman Wealth, he served as Director of the Corporate Banking Area of Banco Itaú for more than 20 years. He has extensive experience both as a senior manager and in the development and supervision of high-performance commercial teams.
Carla is responsible for the implementation and monitoring of investment portfolios. Her engineering profile is evident in the meticulous handling of portfolios and daily management.
She holds an MBA from the IAE Business School of the Austral University of Buenos Aires and a Masters of Finance from the University of Montevideo. Currently, she is studying the CFA® program. Prior to joining Shellman Wealth, Carla worked in the private sector as financial manager and controller and has significant experience in financial management, planning, structuring and risk analysis.
Nicolás has recently joined the firm in a commercial role and is passionate about investing and the impact of innovation and technology. An entrepreneur at heart, he worked as an independent Investment Advisor for more than 8 years prior to joining Shellman Wealth.
Nicolás has an Economics degree from the ORT University and holds two international investment certifications, the CFTe® (Certified Financial Technician), and the CMT® (Chartered Market Technician). He is currently a level three candidate of the CFA® (Chartered Financial Analyst) program.
Agustin has recently joined the firm in a commercial role. He believes passionately in helping his clients live better lives through the proper management of their financial resources. Before joining Shellman Wealth, he served as a Risk Analyst and Controller in the private sector. Agustín has a degree in economics from the University of Montevideo and has a Master in Finance and Investment from the 'Washington University in St Louis'. Currently preparing the last level to obtain the CFA® (Chartered Financial Analyst).
Stephanie is responsible for making sure our clients spend their time doing things they enjoy rather than talking to their financial institutions. She has over 8 years experience in Back Office at several leading international banks. Using her organization and communication skills, she acts as the interface between the financial institutions that house the accounts on the one side and our clients and the rest of the firm on the other.
Stephanie holds a bachelor’s degree in Business and Administration from the United International's Business School (UIBS) in Spain and also holds the Diploma in Investments from the University of Montevideo.
Thanks to her warm, outgoing service orientation, Paola continually works at making our workday even more enjoyable. Her attention to detail is a key ingredient in transforming our Shellman Wealth offices into a “home” and making sure those who visit us are treated like friends.
Prior to joining Shellman Wealth, she worked in sales, marketing, customer service and administrative areas of several Uruguayan companies. Paola is currently studying Administration at the ORT University.
Josefina loves having the numbers “crystal clear”. She brings order and discipline to Shellman Wealth´s own financial management. Josefina has vast experience in planning and financial management, information systems, and internal control in the private sector. She continues to work as a business consultant and has significant expertise in agro-business and family owned enterprises.
She has an accounting degree from la Universidad de la República Oriental de Uruguay and an MBA from the IEEM, University of Montevideo.
Though Sofi is the youngest member of the team, she has the drive and work ethic of someone much older. She is a quick learner and likes to “get things done”. Her methodical nature and attention to detail are essential for her role in the Operations area.
In addition to working part time in Shellman Wealth, she is simultaneously completing two undergraduate degrees: business administration at the University of Montevideo and Banking and Finance from the University of London (London School of Economics).
Florencia brings a creative touch to Shellman Wealth. She is responsible for brand development and getting the Shellman Wealth message out to the world.
She uses her extensive marketing experience in the private banking sector to help us communicate who we are and what is important to us. She holds a postgraduate degree in Business Administration from Universidad de la República Oriental de Uruguay, and a Bachelor's Degree in Communication Sciences from Universidad Católica de Uruguay.