Ines Tarigo Beretervide is a Series 65 licensed financial advisor at Shellman Investment Management, LLC with one year of industry experience. She has worked at Shellman SA since 2021, serving as Commercial Director, and previously spent 18 years at Puente Corredor de Bolsa. Her professional responsibilities are split evenly between Shellman SA in Montevideo, Uruguay, and Shellman Investment Management in Coral Gables, Florida. Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high net worth clients, trusts, estates, and business entities. The firm employs model-based portfolios guided by strategic asset allocations derived from JP Morgan’s Long Term Capital Market Expectations, combining passive ETFs and active fund managers, and serves approximately 110 clients with $157 million in assets under management.

Agustin Etcheverry is a financial advisor with Shellman Investment Management, LLC in Coral Gables, FL. He holds the Series 65 designation and has three years of industry experience. Prior to his current role, he worked at Shellman S.A. and held positions at Universidad de Montevideo and The British Schools. Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes model portfolios comprised of mutual funds, ETFs, and international investment companies, emphasizing long-term asset allocation guided by JP Morgan’s Long Term Capital Market Expectations.

Rajiv Shah is a financial advisor with Shellman Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior work includes roles at EF Hutton LLC, Investment Placement Group, Kingswood Capital Partners, and Lazari Capital Management, among others. Shah serves as Chief Compliance Officer for multiple investment firms in addition to his work at Shellman. Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes long-term asset allocation using strategic model portfolios that combine passive ETFs and selected active managers, with ongoing monitoring and rebalancing.