Shelby Rogers is a Managing Director, Private Wealth Client Services, where she works with clients to help develop appropriate strategies based on their complex requests and needs.
Shelby has more than 25 years of experience in the financial services industry. She began her career at Alex Brown and Robertson Stephens before becoming a founding member of Baker Street Advisors, where she spent more than two decades building and leading the firm’s Operations team.
Shelby joins Cresset with extensive experience in operations and client service, and a strong commitment to supporting high-quality experiences for clients.
A San Francisco native, Shelby is the proud mother of one son, and she is an avid equestrian.