Manager of Client Services
Lori has over 15 years experience in strategic relationship development and account management, with a combined focus and experience in solutions-based and consultative sales, marketing outreach efforts, and training initiatives.
Lori has worked for industry leaders in the financial sector such as Janus Capital and Sage Life Assurance of America and, over the course of her career, has worked in diverse industries and locations, including internationally in Australia.
Lori joined Shelton Capital Management in August, 2014 where she has responsibility for relationship management for Retirement Plan Services. She is passionate about cultivating long-term relationships with small to mid-size businesses.
Contact Lori McElroy at: email@example.com
Client Services Representative
Arthur Harter joined Shelton Capital Management in 2016 as a Registered Client Service Representative. As a client-facing Rep, his responsibilities include execution of mutual fund trades, education of mutual fund product offerings, guidance for asset allocation, administration of back-office shareholder operations, and client support for general account management.
Prior to joining Shelton, Arthur was a Registered Financial Representative and 529 Account Specialist at Charles Schwab. Arthur earned his MS in Finance at the Daniels College of Business - University of Denver in 2009.