Sr. Relationship Manager
As a Family Office Relationship Manager, Shirley assists with all client service operations and support for ultra-high net worth individuals and families. She develops meaningful, long-term relationships with our valued clients, helping meet their unique needs. Shirley holds her BS in Elementary Education from University of Maryland, College Park. After beginning her career teaching sixth grade, she transitioned into commercial real estate and retail leasing for Blatteis Realty Company in San Francisco. Shirley then served as a Relationship Manager for Berman Investment Advisors for over 25 years.