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Shelley Xu

Shelley Xu

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location of Shelley XuUnited States

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  • Timeline

  • About me

    Vice President

  • Education

    • The Wharton School

      -
      Master of Business Administration - MBA

    • Gies College of Business - University of Illinois Urbana-Champaign

      -
      Master of Accounting Science Accounting with Tax Concentration

    • University of Illinois at Urbana-Champaign - College of Business

      -
      Bachelor of Science (B.S.) Accounting

  • Experience

    • KPMG

      Sept 2011 - Feb 2014

      Supported ERP implementations and CFO-related advisory projects focused on strategy and FP&A functions.

      • Senior Associate, Advisory

        Oct 2013 - Feb 2014

      • Associate, Advisory

        Sept 2011 - Oct 2013

    • JPMorgan Chase & Co.

      Feb 2014 - Jun 2019

      Held buyside analyst responsibilities for over 40 companies in various U.S. real estate sectors, including office, residential and retail, for a ~$4.5 billion AUM fund invested across the capital structure of public REITs.

      • Vice President

        Jan 2017 - Jun 2019

      • Associate

        Feb 2014 - Jan 2017

    • Pine Tree, LLC

      Jun 2020 - Dec 2022
      Vice President, Portfolio Management

    • Northland

      Jan 2023 - Feb 2025
      Associate Vice President, Asset Management

    • Pearlmark

      Mar 2025 - now
      Vice President, Asset Management

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • Certified Public Accountant

      AICPA