Shelly Simpson
Senior Portfolio Strategist at Truist
Based in Atlanta, United States
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Seniority
Director
Department
Finance & Accounting
Location
Atlanta
Industry
Financial Services
Company size
28K
Contact information
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s•••••••@truist.com
Phone
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Background
About Shelly Simpson
Shelly Simpson, CFA, CAIA, is responsible for developing and employing inhouse asset class research to create optimal investment strategies for institutional clients including endowments, foundations, and corporate pension plans. Specialties: Designations: Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA)
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