Beth Nedelisky was a Wealth Manager and Investment Committee member for Marotta Wealth Management from 2005 to 2024.
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.
Beth Nedelisky was born in Africa, raised in Europe, and married in the USA.
Authored Articles
ABLE Accounts: Tax-Advantaged Savings for People with Disabilities
ABLE accounts offer people with disabilities a new opportunity to save and invest for the future.
Are You Paying For Your Fund’s Advertising?
If you own some mutual funds, chances are you are paying a hefty marketing price.
Common Endowment Mistakes
Prudent investment practice is as much about knowing what not to do as it is about knowing what to do.
Best of Articles
Best Practices for Trusts, Foundations, and Endowments
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
Despite the fact that millions serve in a fiduciary role, many are wholly unaware of their legal responsibilities.