Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, retirement plan consulting services, and impact investing strategies, announced today that Shelly Kapoor has joined the firm as director of operations.
Ms. Kapoor is responsible for firm-wide day-to-day operations; facilitating information flow, efficiency, and scalability; and for cross-departmental coordination of client and internal deliverables. She provides oversight of the company’s Performance Measurement, Portfolio Administration, and Production Departments, and works closely with Human Resources and Information Technology to ensure that strategic and operational objectives are met.
Tony Arnerich, CEO and co-CIO, states, “We are thrilled that Shelly has joined our team; she is a talented professional and demonstrated leader. Her operational experience and finance industry acumen will help streamline our operational capabilities and help us to ultimately better serve our clients.”
Ms. Kapoor brings more than 15 years of experience in the finance industry, and an additional five years of consulting, human resources, and operational experience for clients, including the Rockefeller Foundation. Prior to joining Arnerich Massena in 2019, she spent a majority of her career managing investment operations for Ziff Brothers Investments, a private family investment firm in New York City. She earned a Bachelor of Science, cum laude, in psychology from Tufts University. She has also received training from Columbia University’s Executive Coaching, Institute for Personal Leadership, McChrystal Group, and Corporate Coaching International. Read her complete biography here.
Alicia Johnston, director of human resources and firm principal, adds, “Shelly is a great fit with our firm’s culture and values, client-focused and service-oriented. We are excited to have her on board and think her knowledge and operational expertise will be a strong addition to the company.”
Shelly is pleased to be joining Arnerich Massena. “I have been impressed with the firm’s reputation – it’s highly respected for its excellent client service, world-class investment research, and dedication to impact investing. I’m excited and looking forward to being part of this extraordinary team.”
About Arnerich Massena - Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing endowments, foundations, charitable organizations, private clients, trust and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fisheries, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy. More information is available at www.arnerichmassena.com.