| Shelly
Nahrstedt, CPA
Principal
In addition to working with many of the firm’s
mutual funds, Shelly supervises GIPS performance verifications
and SAS 70 internal control studies. Her broad range
of industry experience spanning over 20 years makes
it easy for Shelly to relate to and help her clients
through the complex web of reporting requirements.
Prior to joining the firm, Shelly worked in various
accounting department management roles for well known
local and national investment advisory and broker-dealer
firms. In addition, she served as Treasurer for two
investment companies. She served on the NASD Review
Committee for the Series 27, and Series 28 exams for
10 years. She is a member of the American Institute
of CPAs and the Ohio Society of CPAs.
Shelly is a graduate of Baldwin Wallace College. She
resides in Westlake, Ohio with her family. In her spare
time, she enjoys reading and spending time with her
three children.
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