Back to Team

Shelley Barker

Financial Advisor Associate

Shelley works closely with Fischer Stralem’s clients on comprehensive wealth management planning, including retirement planning, cash flow analysis, estate planning coordination, and investment strategy implementation. She is actively involved in client meetings and planning discussions, helping clients navigate complex financial decisions thoughtfully and efficiently.

Prior to joining Fischer Stralem Advisors, Shelley held roles across investment management, alternative investments, and financial services operations. She was previously Head of Marketing at Gapstow Capital Partners, an alternative credit multi-manager and advisory firm, where she led firm communications, researched allocator trends, and supported advisory and index-related projects. Earlier in her career, Shelley worked in Morgan Stanley’s alternative investments group and at SEI Investments on the Investment Manager Services team, gaining deep exposure to portfolio operations, alternative investments, and advisor support.

Shelley earned a Certificate in Financial Planning from New York University and holds a Bachelor of Science in Financial Services Management from Johnson & Wales University.