OUR TEAM

Our team consists of executive professionals that have expertise across the financial spectrum. 

Stuart Shelly

Chairman & CEO

Stuart Shelly has overt 30-years of experience as a banker and private investor professional founded Transitional Investors ("TI") in 2001. TI was a specialty finance investment firm focused on transactions involving long-lived assets .


Since its formation TI completed over $1.5B of transactions.  TI had joint ventures for acquisitions of Venture Credit portfolios with two major NYC hedge funds. Prior to forming TI, Mr. Shelly built Equal Access Networks, and was subsequently the CFO of Affinity Internet; both venture backed telecom infrastructure co’s.


Mr. Shelly has completed over $50B in debt and equity financings as a lender and principal for Bank of America, GE Capital, Bank of Montreal and KPMG BayMark Capital. Mr. Shelly was one of the founding members of Bank of America's Leveraged Finance Group in 1986, opened and running their European LFG operations.



Mr. Shelly also has experience working in mortgage-backed securities; interest rate swaps and taught the analytical components of the Banks Senior Credit Officer training program. Mr. Shelly ran Global LFG for Bank of Montreal and ran the West Coast Merchant Banking Group for GE Capital. 

Stefanie Shelly

President

Stefanie Shelly is an owner and entrepreneur partner in Transitional Capital Management, LLC (TCM).  Stefanie holds a degree in marketing management and business administration from the University of Connecticut. With her fluency in both Mandarin and Cantonese, she has helped TCM  bridge language gaps with many of our clients from China.


Stefanie has had extensive experience in developing sales and marketing strategies for emerging technology products, as well as long lived assets. Stefanie has had over 15 years of experience in marketing and mortgage lending. With her work for companies such as Kodak, Accredited Home Lenders and Residential Money Center/GMAC, she has helped develop Transitional Capital Management's structure and form new funding products for many of TCM’s platforms. Stefanie is also responsible for operations of TCM's partner solutions  integration.



668 N.COAST HWY, Suite 1344, Laguna Beach, Ca. 92651

 

T: 949.288.6606 F: 949.242.2860