Shelly Tam
About Shelly Tam
Shelly Tam is the Vice President at Dodge & Cox with over 20 years of experience in the financial services industry, specializing in fund administration and asset management.
Company
Shelly Tam currently works at Dodge & Cox as a Vice President. She joined the company in January 2017. Dodge & Cox is an established investment management firm known for its focus on active portfolio management and long-term investment strategies.
Title
Shelly Tam holds the position of Vice President at Dodge & Cox. Her role involves overseeing various aspects of fund administration and asset management, leveraging her extensive experience in the financial services industry.
Education and Expertise
Shelly Tam graduated from San Francisco State University with a Bachelor's degree in Accounting. She has over 20 years of experience specializing in fund administration and asset management. Her background in accounting and private equity funds provides a strong foundation for her current role.
Professional Background
Shelly Tam has worked in multiple senior roles in the financial sector, beginning her career as a Senior Tax Accountant and Auditor at Novogradac & Company LLP from 1996 to 1999. She then transitioned to Robertson Stephens, working in Accounting for Private Equity Funds from 1999 to 2003. This was followed by a position as Controller - Asset Management at Thomas Weisel Partners from 2003 to 2004. Subsequently, she served as Mutual Fund Treasurer and Head of Fund Administration at RS Investments from 2004 to 2016 before joining Dodge & Cox.
Experience in Financial Services
With over 20 years in the financial services industry, Shelly Tam has accumulated extensive expertise in fund administration and asset management. Her roles have ranged from senior tax accountant and auditor to mutual fund treasurer and head of fund administration, providing a comprehensive understanding of the industry's complexities. Her experience with accounting for private equity funds further enhances her strategic approach in her current role as Vice President at Dodge & Cox.