Betsy Campbell Shelton

Ms. Betsy C.
Shelton is a Director of Research & Senior Portfolio Manager at Charles Fish Investments, Inc. She is responsible for overseeing the extensive due diligence performed by CFI’s research department.
Her primary responsibilities include 1) oversight of CFI’s credit assessment and monitoring practices.
In this capacity she researches, evaluates, and monitors client assets; performs impact analyses on regulatory, judicial and legislative issues; and maintains CFI’s extensive credit database, 2) surveillance of the firm’s monthly valuation process, identifying pricing inaccuracies relative to market considerations, and 3) administration of CFI’s year-end tax reports including management of the amortization/accretion process on municipal securities, both tax-exempt and taxable.
Additionally, she routinely interfaces with clients with regard to their portfolio assets, investment strategies, and other needs.
Ms. Shelton was previously employed as a Principal by Bateman, Eichler, Hill Richards Realty Co., Inc., a Vice President by Dean Witter, a Vice President by First Boston Corp., and a Principal by Goldman Sachs & Co. LLC.
She earned a degree in Economics from the University of Redlands and has also completed advanced studies through UCLA, UCI, and AIMR.
She holds a paralegal certificate from the University of California, Irvine.