Shelby TatzSENIOR RELATIONSHIP MANAGER
Shelby Tatz is the Senior Relationship Manager for the Boca Raton office of United Capital Financial Advisers. She is responsible for the day-to-day operations of the office including client servicing and deliverables, implementing the investment management processes, as well as fulfilling compliance and technology needs.
Shelby joins us with over five years of serving affluent families, entrepreneurs, executives, and non-profit institutions in the client service and operational spaces. While with her previous employer, Goldman Sachs, she became a registered Financial Adviser and obtained her Series 7 license. She also gained valuable experience that has enabled her to develop an astute attention to detail in preparing client deliverables and accuracy in organizing and reconciling financial data. Her expertise includes mitigating operational and asset transfer risk, account servicing, and liaising with intermediaries to ensure efficiency and precision in implementing client strategies. She is committed to helping clients live richly.
Shelby graduated with her Bachelors of Business Administration in Accounting with cum laude honors from the University of New Mexico in 2013.