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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
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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

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