General Investing >> Money Manager Interviews >> September 20, 2010

Conservative & Flexible Active Portfolio Management – Sean Chaitman – Shelter Rock Management, Llc

Chaitman, Sean
Sean Chaitman is the President and Chief Investment Officer of Shelter Rock Management, LLC. He has two decades of investment management experience as a Portfolio Manager and a Research Analyst. Prior to founding Shelter Rock Management, LLC, he was a member of the investment team at Heirloom Capital Management, a long and short investment fund that had assets in excess of $650 million. He was responsible for the firm’s global telecommunications, media, technology and special situation investments. He was also a member of the long and short investment fund Zinc Capital Management. Mr. Chaitman was formerly a Senior Equity Research Analyst at Jesup & Lamont Securities Corporation, and he was a member of Smith Barney’s value stock research team. He has an MBA from Columbia Business School and a B.S. in economics from the University of Wisconsin at Madison. For his investment work, Mr. Chaitman has been quoted and featured in The Wall Street Journal, Investor’s Business Daily and Forbes. Profile
TWST: Introduce us to Shelter Rock Management and tell us about the services and portfolios it provides.

Mr. Chaitman: We are a registered investment adviser. We are based in Lake Success, N.Y., which