Shelly Kapoor

As Client Team Operations Manager, Shelly oversees the operations department of Team Rae in Coldstream’s Portland office. She works across teams to create, manage, and execute project plans for internal operations initiatives and works closely with the Client Services team to continue optimizing our client experience. She is responsible for training the Operations Associates on her team to ensure seamless service and smooth day-to-day operations.

Shelly came to Coldstream in 2024 with experience in the finance industry spanning more than 20 years in the areas of consulting, human resources, operations, and entrepreneurship. Most recently, she served as Arnerich Massena’s Chief Operating Officer, guiding the firm’s day-to-day operations, facilitating cross-departmental coordination, and acting as the bridge connecting leadership, employees, and processes. Highlights of her prior career include managing investment operations for Ziff Brothers Investments, a private family investment firm in New York City, and serving the Rockefeller Foundation.

Shelly earned a Bachelor of Science, cum laude, in psychology from Tufts University. She has also received training from Columbia University’s Executive Coaching, Institute for Personal Leadership, McChrystal Group, and Corporate Coaching International. She sits on the board of the Portland Institute of Contemporary Art (PICA).

MOST TREASURED THING I OWN

My memories.

ONE PIECE OF ADVICE

In order to finish first, you must first finish.

HOBBIES

Reading, cooking, and running.