One Capital Management, LLC
Shelley Myer started their work experience in 2018 as a Front Desk Representative at Hyatt Regency, where they worked until 2019. In 2019, they then joined One Capital Management, LLC as the Director of Client Services.
Shelley Myer has a Bachelor of Arts degree in Radio, Television, and Digital Communication from California State University, Northridge, which they obtained in 1999. Additionally, they obtained a certification as a Notary Public for the State of California in October 2020.
One Capital Management, LLC
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.