Anchor Capital Advisors
Shelly Demerle is an experienced finance professional with substantial expertise in compliance and trading within socially responsible investment firms. Currently serving as a Compliance Officer at Anchor Capital Advisors LLC since June 2020, Shelly's prior roles include Head Trader and Operations Specialist at Trillium Asset Management from October 2005 to May 2020, where responsibilities included overseeing trading operations for a firm managing approximately $2.5 billion in assets. Shelly's career at Trillium began in 1994 as an Assistant Trader, contributing to the firm’s operational success during its growth phase. Additional experience includes working as an Operations Consultant at NorthStar Asset Management from January 1999 to January 2003, and various administrative roles at Trillium that involved database maintenance and client records management. Shelly holds a Bachelor of Science in Business Administration with a focus on Management from Nichols College, earned between 1989 and 1993. Proficient in MS Word and basic Excel, Shelly has developed technical skills relevant to financial operations.
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Anchor Capital Advisors
At Anchor Capital Advisors LLC, a passion for our clients’ success defines our culture: finding value, building and preserving wealth—every day. We help investors to prudently build lasting value across market cycles. Our price-sensitive risk management discipline is designed to provide downside protection. We actively seek above-average income streams and competitive returns over time. Attentive, individualized client service is a hallmark of Anchor’s business philosophy.