Shae AmersonVice President, Investment Reporting
How Shae Can Help You
With several years of operational experience in her career, Shae brings a lot of insightful knowledge and skills to you and your family’s financial wishes. She has a vast understanding when it comes to meeting client’s viable needs and her constant strive for exceptional accuracy will certainly benefit when it comes to the output of data you will receive from our performance provider.
What Makes Shae Knowledgeable
Shae joined Berman Capital Advisors in 2012 as Vice President of Investment Reporting. Prior to joining BCA, she started her career as a trading assistant for RidgeWorth Capital Management, a large buyside institutional company in the Atlanta area. Shae worked her way up and eventually became a head trader for Personal Asset Management, a division of SunTrust. Later, she moved on to become VP of Trading and Operations for Aurora Investment Counsel. Shae’s responsibilities included all of operations, trading and reporting for several RIA firm’s high-net-worth clients. She oversees Berman Capitals performance reporting platform and has a strong knowledge base when it comes to data quality and performance accuracy. Shae received a full collegiate scholarship for women’s basketball to Clayton College and State University where she graduated with a Bachelor of Business Administration degree with an emphasis in Marketing.
Getting to Know Shae
Shae and her spouse live in Atlanta. When not in the office, Shae enjoys watching college football, cooking, going to festivals and spending time with family and friends. Being a native of Atlanta, Shae has some strong grounded roots and participates in a lot of community events and organizations.