Sandra Shotwell

Sandra Shotwell, also known as Sandy Shotwell-Cain, serves as Vice President and Director of Institutional Client Service at JAG Capital Management. Her primary responsibilities include coordinating and overseeing the firm's service and institutional communications, with a focus on developing and delivering custom portfolio solutions to key religious institutional clients. She plays a crucial role in building client relationships and long-term partnerships, particularly emphasizing Environmental, Social, and Governance (ESG) investing principles that align with her clients' values.

Sandy Shotwell-Cain specializes in working with non-profit clients, particularly focusing on religious institutions. Her expertise lies in creating investment strategies that reflect the values and missions of these organizations, ensuring that their investments align with their social and environmental goals. This focus on ESG investing allows her to provide tailored solutions that meet both financial and ethical objectives.

Prior to joining JAG Capital Management in 2003, Sandy Shotwell-Cain accumulated over 15 years of experience in investment consulting for non-profits. She holds a Bachelor of Arts degree in History from Westminster College. Outside of her professional role, she serves as Chair of the Board of Mercy Conference and Retreat Center and is involved with the Financial Advisory Committee of a women's religious organization.