Shelby Anderson, J.D., CEPA®, is a Senior Wealth Planner at Clark Capital Management Group. In this role, Shelby
works closely with clients’ legal and tax advisors to provide client-facing expertise across a wide range of wealth
planning strategies. She specializes in estate and tax planning strategies, charitable planning, executive and equity
compensation planning, business succession planning, pre- and post-transactional planning, concentrated position
management, and other personal planning strategies.
Shelby received her B.S. in Finance from The Ohio State University and her J.D. from Indiana University. She is a
member of the State Bar of Illinois, Indiana, and Ohio.