
Betsy Shelton
Director of Research & Senior Portfolio Manager
Charles Fish Investments Inc
United States, California, Irvine
About Me
Betsy has worked in the securities industry since 1972 and with CFI since 1996, where she is responsible for overseeing the extensive due diligence performed by CFI’s research department. She has been and continues to be actively involved in the investment community. She currently serves on the Board of Directors of the National Federation of Municipal Analysts (NFMA) where she has chaired a senior living panel discussion at their annual conference. Betsy is also a member of the California Society of Municipal Analysts and previously served as a member of the Municipal Securities Rulemaking Board’s (MSRB) Investor Advisory Group, which provides the MSRB board with additional expertise on mu
Profile Information
Director of Research & Senior Portfolio Manager
Charles Fish Investments Inc
Investment Team
Investor
Multi-Family Office
Irvine
California
United States
May 15, 2024
Keylinks
More profiles to browse
CF
Charles Fish
CEO, CIO
Anh Tran
Portfolio Manager
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management