Stefanie L. Shelley
Director/Board Member at Fora Financial LLC
Profile
Stefanie L.
Shelley is an Independent Director and Advisory Council Member at Fora Financial LLC and Lovell Minnick Partners LLC respectively.
She is also an Operating Partner at Star Mountain Fund Management LLC.
Previously, she held positions as Director at Green Bank, NA (Houston, Texas), Independent Director at Green Bancorp, Inc., Principal at Citibank NA (New York), Executive Vice President-Bank Marketing at Capital One Bank (USA), NA, Chief Marketing Officer-Small Business Banking at JPMorgan Chase & Co., and Chief Marketing Officer at Broadridge Financial Solutions, Inc. Shelley holds an undergraduate degree from Colgate University and an MBA from The Wharton School of the University of Pennsylvania.
Her current job(s) are Independent Director at Fora Financial LLC, Advisory Council Member at Lovell Minnick Partners LLC, and Operating Partner at Star Mountain Fund Management LLC.
Stefanie L. Shelley active positions
| Companies | Position | Start |
|---|---|---|
Fora Financial LLC
 Fora Financial LLC Finance/Rental/LeasingFinance Fora Financial LLC provides working capital solutions to small businesses. It offers extensive funding solutions to small businesses across a variety of industries which include manufacturing, medical, retail, transportation and construction. The company was founded by Jared D. Feldman and Daniel B. Smith in June 2008 and is headquartered in New York, NY. | Director/Board Member | 2020-11-11 |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Consultant / Advisor | 2019-12-31 |
Star Mountain Fund Management LLC
 Star Mountain Fund Management LLC Investment ManagersFinance Star Mountain Fund Management LLC (Star Mountain) is a private equity firm founded in 2010 by Brett A. Hickey. The firm is headquartered in New York. | Private Equity Investor | - |
Former positions of Stefanie L. Shelley
| Companies | Position | End |
|---|---|---|
Capital One Bank (USA), NA
 Capital One Bank (USA), NA Major BanksFinance Capital One Bank (USA) NA provides banking services. It offers checking accounts; credit and debit cards; loans; insurance; payment protection; phone banking; bills payment; lending; and online banking services. It provides financial products and services to consumers, small businesses, and commercial clients. The company was founded by Richard D. Fairbank on November 1994 and is headquartered in McLean, VA. | Sales & Marketing | 2008-12-31 |
| JPMORGAN CHASE & CO. | Sales & Marketing | - |
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| GREEN BANCORP INC | Director/Board Member | - |
Green Bank, NA (Houston, Texas)
 Green Bank, NA (Houston, Texas) Major BanksFinance Green Bank NA operates as a nationally chartered commercial bank. It offers account services, card services, check services, and deposit services. The company is headquartered in Houston, TX. | Director/Board Member | - |
Training of Stefanie L. Shelley
| Colgate University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
| BROADRIDGE FINANCIAL SOLUTIONS, INC. | Technology Services |
| Private companies | 7 |
|---|---|
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Finance |
Capital One Bank (USA), NA
Capital One Bank (USA), NA Major BanksFinance Capital One Bank (USA) NA provides banking services. It offers checking accounts; credit and debit cards; loans; insurance; payment protection; phone banking; bills payment; lending; and online banking services. It provides financial products and services to consumers, small businesses, and commercial clients. The company was founded by Richard D. Fairbank on November 1994 and is headquartered in McLean, VA. | Finance |
Lovell Minnick Partners LLC
Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Finance |
Green Bank, NA (Houston, Texas)
Green Bank, NA (Houston, Texas) Major BanksFinance Green Bank NA operates as a nationally chartered commercial bank. It offers account services, card services, check services, and deposit services. The company is headquartered in Houston, TX. | Finance |
Green Bancorp, Inc.
 Green Bancorp, Inc. Major BanksFinance Green Bancorp, Inc. is a bank holding company. It operates through its subsidiary Green Bank, which provides commercial and private banking services. The firm offers online banking solutions including access to account balances, online transfers, online bill payment, and electronic delivery of customer statements. It also provides debit cards, night depository, direct deposit, cashier's checks and letters of credit, as well as treasury management services, wire transfer services, and automated clearing house services. The company was founded by Manuel J. Mehos on October 20, 2004 and is headquartered in Houston, TX. | Finance |
Fora Financial LLC
Fora Financial LLC Finance/Rental/LeasingFinance Fora Financial LLC provides working capital solutions to small businesses. It offers extensive funding solutions to small businesses across a variety of industries which include manufacturing, medical, retail, transportation and construction. The company was founded by Jared D. Feldman and Daniel B. Smith in June 2008 and is headquartered in New York, NY. | Finance |
Star Mountain Fund Management LLC
Star Mountain Fund Management LLC Investment ManagersFinance Star Mountain Fund Management LLC (Star Mountain) is a private equity firm founded in 2010 by Brett A. Hickey. The firm is headquartered in New York. | Finance |
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