Leadership


Rick Zitelman, President

Rick founded The Zitelman Group in 1985 to identify closely held investment opportunities and provide financial services to entrepreneurs who share his vision - success. His goal was simple – to invest in real estate and operating businesses…

Since then, the company has evolved to provide asset management, investment and merchant banking, investment advisory and active investor services. Rick is also a Registered Investment Advisor and Registered Principal with the Securities and Exchange Commission. The Zitelman Group has an affiliated company, Shelyn Securities Corporation, a Broker-Dealer registered with the NASD and licensed to sell private placement investments.

Rick began his career in public accounting at Ernst and Ernst (now Ernst & Young). where he spent two years in the audit and tax divisions. From 1980 to 1985 he provided investment advisory, tax planning, accounting and tax preparation services to high income and net worth clients. At the same time, Rick was the president and principal of a Registered Broker-Dealer responsible for the due diligence, structure, negotiation and finance of many investments, primarily in real estate and radio broadcast.

Rick has co-founded many companies including Spring Broadcasting and Valuation Services, Inc., which was established in 1994 upon recognizing the growing demand for valuation and litigation support services.

A graduate of the Wharton School of Business at the University of Pennsylvania with a degree in Economics and a major in Accounting, Rick lectures on Investing in Privately Held Companies and Business Ethics. Rick is involved with many charitable and philanthropic organizations throughout the Washington DC Jewish Community and Israel.

Shelby Zitelman, Vice President

Shelby joined the Zitelman Group in September, 2013 after three years with The PresenTense Group. She graduated from the Wharton School of Business at the University of Pennsylvania with a concentration in entrepreneurial management, and has diverse professional experiences in venture fund operations, non-profit management, start-up consulting and investor relations. A native of Rockville, Maryland, she lives in Philadelphia, Pennsylvania with her fiancé.