Shelby George

Shelby is an ERISA attorney, Certified Financial Education Instructor, Certified Behavioral Finance Advisor, and self-described advocate for retirement savers and health consumers everywhere. She has dedicated nearly 15 years to helping the industry better serve employers and their participants. With subject matter expertise in the Affordable Care Act, ERISA fiduciary best practices, retirement planning and 401(k) investments, Shelby is a frequent speaker at numerous industry events. In addition, Shelby is frequently quoted for her expertise in retirement and financial planning topics in national industry publications including U.S. News & World Report, Bloomberg Businessweek, WealthManagement.com, and WSJ Digital. In January 2019, she joined benefits technology firm, Perspective Partners, as CEO. Under her leadership, Perspective Partners gives workers personalized, trustworthy guidance that connects them to the employee benefits they need most. In addition, Shelby founded The New Normal Club, a community of support and information for women who are navigating the health shock of a loved one. Shelby is a true financial planning evangelist, on a mission to help Wall Street better meet the needs of Main Street.

TEACHING INTERESTS

Introduction & Advanced Public Speaking, Public Relations and Mass Media, Persuasion & Behavior Change, Business & Professional Communications, Financial Therapy & Spending Behaviors, Financial Literacy

PROFESSIONAL HISTORY

• Chief Executive Officer Perspective Partners 2019 -
• Adjunct Professor University of Rochester, Simon Business School 2019 -
• Senior Vice President Manning & Napier 2019 - 2011

EDUCATION

• University of California, Hastings College of the Law - 2004 JD
• Westmont College - 1999 BA Political Science