Beth Nedelisky

Wealth Manager, CFA, CFP®

Beth Nedelisky is a Wealth Manager and Investment Committee member at Marotta Wealth Management with a special interest in estate planning,trust and endowment management, and investment management.

Beth earned a B.A. in Philosophy from Covenant College. Prior to joining the firm in 2005, Beth served as Director of Admissions for Covenant College. She has co-authored more than 30 articles on various financial planning topics, including estate planning and real estate.

Born in Africa, raised in Europe and married in the USA, Beth understands world markets first hand.

She currently lives in Charlottesville with her husband and daughter.

 


Credentials

Certified Financial Planner ™

The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.

Chartered Financial Analyst ®

The Chartered Financial Analyst ® designation is the most respected and recognized investment management designation in the world.

For more information about this designation, see the CFA Institute website.


Specialties


Latest Articles

Are You Paying For Your Fund’s Advertising?
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If you own some mutual funds, chances are you are paying a hefty marketing price.

Common Endowment Mistakes
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Prudent investment practice is as much about knowing what not to do as it is about knowing what to do.

Selecting an Endowment’s Asset Allocation
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Two rules of endowment investing: 1) Keep an equity bias and 2) diversify.

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Recent Best of Articles

Best Practices for Trusts, Foundations, and Endowments

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Even if a committee has contracted with “prudent experts,” the Committee never delegates its fiduciary responsibility.

Fulfilling Your Fiduciary Duty as a Trustee or Board Member

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Despite the fact that millions serve in a fiduciary role, many are wholly unaware of their legal responsibilities.

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