Senior Vice President
Shelly structures, underwrites, closes and unwinds financing for community and economic development projects for UFA and its clients. She has over 18 years of real estate experience with a focus on finance, compliance, reporting, commercial asset management, and development including accounting and construction management. Prior to joining UFA, Shelly was the Director of the New Markets Tax Credit (NMTC) program for Enterprise Community Investment, Inc. There she was responsible for the day-to-day management of Enterprise’s NMTC program, including investor relations, deal selection, underwriting, portfolio management and compliance.
Shelly currently serves on the NMTC Advisory Board for Enterprise Bank and Trust and is on the Advisory Committee of the CCML Asset Management Roundtable. She lives in Maryland and enjoys spending her free time with her husband, family and friends. Shelly is also a certified yoga teacher.
- BS, Accounting, Clarion University of Pennsylvania
