Shelly Nahrstedt, CPA
Principal

In addition to working with many of the firm’s mutual funds, Shelly supervises Global Investment Performance Standards (GIPS) verifications. 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 SEC reporting requirements.

Prior to joining the firm, Shelly worked in various fund accounting and administration 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 Avon Lake, Ohio with her family. In her spare time, she enjoys reading, exercising and spending time with her three children.