Shelly Lemay
Associate, Investment Research

Contact Me

Shelly is an associate within the Investment Research Group at Beacon Pointe Advisors, with a focus on alternative investment strategies. Her responsibilities include conducting due diligence of investment opportunities, maintaining ongoing diligence and monitoring of investment managers, and developing alternative investment programs for institutional clients. Shelly worked as an intern at Beacon Pointe Advisors during her last semester at Bentley University before joining the firm full-time. Shelly received a B.S. in Finance from Bentley University with a concentration in Capital Markets with a minor in Data Technologies. Shelly is originally from Central New York, and outside of the office she enjoys painting, traveling, and spending time with friends and family.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...