SG

Shelley Aritt Gavriel

Client Service Specialist - Investment Operations at Artisan Financial Strategies

Shelley Aritt Gavriel is an experienced finance professional currently serving as a Client Service Specialist in Investment Operations at Artisan Financial Strategies since August 2023. Previously, Shelley held the position of Senior Client Service Manager at Sage Mountain Advisors, where responsibilities included managing client accounts, executing financial transactions, and coordinating with advisory teams. Experience at Gratus Capital LLC as a Client Service Manager involved directing the client experience and overseeing onboarding processes for high-volume business channels. Earlier positions included roles as Family Office Coordinator at Nicholas Hoffman & Company and Executive Assistant to the SVP of National Sales at Aliera Healthcare, where Shelley honed skills in client relationship management and operational efficiency. Shelley holds a BSc in Business & Financial Economics from the University of Leeds.

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