Michelle Shell

Dr. Michelle Kinch Shell’s expertise is in the area of behavioral operations management. She uses both laboratory and field experiments to develop insights into how the balance between automation and human presence influences customer and employee engagement — particularly in emotional service settings. As a researcher, consultant and board director, her work has guided operational design choices for companies of all sizes within financial services, healthcare and technology in global markets.

Michelle’s research draws on a depth of professional experience as a product management and development executive in financial services. Having previously served as a senior vice president and brand strategist for the research team at LPL Financial and a vice president in asset allocation at Fidelity Investments, her product management responsibilities, across a 15-year career, spanned mutual funds, managed accounts and online planning tools.

Dr. Shell is also a Chartered Financial Analyst and member of the CFA Society Boston’s Financial Literacy Initiative, through which she delivers educational workshops on personal finance to communities in the Boston area. She received her doctorate in Technology & Operations Management and her MBA from Harvard Business School, and she completed her undergraduate studies in Management Science at the Massachusetts Institute of Technology.

Education

• DBA, Technology & Operations Management Harvard Business School (2013 — 2020)
• MBA Harvard Business School (2001 — 2003)
• SB Massachusetts Institute of Technology (1993 — 1997)

Companies

• Visiting Assistant Professor Boston University (2020)
• Visiting Scholar Harvard Business School (2020)
• Doctoral Candidate / Researcher Harvard Business School (2013 — 2020)
• SVP, Research LPL Financial (2012 — 2012)
• VP and Business Line Manager, Financial Solutions Fidelity Investments (2009 — 2012)
• Vice President, SAI Product Development Fidelity Investments (2005 — 2009)
• Director, Stock Plan Solutions Fidelity Investments (2004 — 2005)
• Director, Product Management Fidelity Investments (2003 — 2004)
• Competitive Analyst Forrester Research (2000 — 2001)

Skills

• Business Development
• Portfolio Management
• Investments