Profile
Before joining Holt-Smith & Yates Advisors in 2000, Ms. Schuerman was a Portfolio Research Analyst for Clarica Life Insurance Company-U.S.
from 1992-1999.
She has a BBA in Office Administration from the University of Wisconsin-Whitewater.
She also was involved with the United Way as a Department Representative.
Former positions of Shelley Schuerman
| Companies | Position | End |
|---|---|---|
Holt-Smith Advisors, Inc.
 Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Analyst-Fixed Income | 2007-12-30 |
| Clarica Life Insurance Co. US | Analyst-Equity | 1999-12-30 |
Training of Shelley Schuerman
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
| Clarica Life Insurance Co. US | Finance |
- Stock Market
- Insiders
- Shelley Schuerman
