Stefanie Shelley
Value Creation Team Member
Stefanie Shelley was named an Advisor to Lovell Minnick in 2020 and works with our portfolio companies to leverage her extensive marketing background in financial services / fintech to drive growth and value creation.
Stefanie is a Strategic Advisor, Executive Coach and Board Director with broad C-suite experience in the financial services and tech-driven business solutions space. She is a long-time business executive with a diverse functional and “intrapreneurial” background and a track record of driving growth and value creation at Broadridge Financial Solutions, Capital One, Citibank, JP Morgan Chase and GE/GE Capital.
Stefanie has an advisory, coaching and board practice and she works with small- to large- cap companies and private equity firms on driving growth. She is a Board Director at Cohen & Co., a national accounting, tax and advisory firm, Mercer Advisors, a leading national RIA, full-service wealth management firm and Fora Financial, a leader in the small business lending space. She also sits on the board of the NY Chapter of the National Association of Corporate Directors.
Stefanie has over 30 years of executive experience in CMO and general management roles at major, global institutions. Because of her operating company experience in the financial services industry, in addition to her activities for Lovell Minnick, she may from time to time serve as an independent portfolio company board or management member.
Because of Stefanie’s operating company experience in the financial services industry, in addition to her activities for Lovell Minnick, she may from time to time serve as an independent portfolio company board or management member.
Stefanie has an M.B.A. in Marketing & Strategic Management from the Wharton School at the University of Pennsylvania, and a B.A. in Economics from Colgate University.
Value Creation Team Members are independent contractors that are advisors to Lovell Minnick and portfolio companies of Lovell Minnick. They are not employees of Lovell Minnick entities.