Profilo
Mr. Aaron Shackelford, CFA joined Campion Asset Management in July 2007 and has performed in several capacities as the firm has grown.
Currently, he serves as Campion’s Director of Research and focuses on industry analysis, equities research, and accounting standards.
With 20 years of experience investment analysis and accounting experience, Aaron has served as a consultant for various registered investment advisory firms.
Additionally, Aaron has worked as a business valuation expert and as an accountant.
He has also worked at the CFA Institute, where he developed and managed educational seminars to meet the continuing education needs of portfolio managers and analysts.
Aaron gives back to the community through teaching.
For the last seven years, he has written Chartered Financial Analyst review materials and has taught at CFA preparatory programs.
He has taught numerous classes at Credit Suisse First Boston and Deutsche Bank and has been a featured speaker at conferences held by the American Association of Individual Investors, American Association of Certified Public Accountants, Securities Analysts Association of Japan, Tecnológico de Monterrey, and CFA Institute.
In addition, has served as an adjunct professor at the University of North Carolina Chapel Hill’s Kenan-Flagler Business School.
Aaron is a Chartered Financial Analyst and a Certified Public Accountant.
He holds a MBA from the University of North Carolina and a B.A. in Accounting and Finance from the University of South Florida.
In his spare time, Aaron enjoys traveling Europe and spending time at his home in Palm Coast, Florida.
Precedenti posizioni note di Aaron Leroy Shackelford
| Società | Posizione | Fine |
|---|---|---|
Campion Asset Management LLC
Campion Asset Management LLC Investment ManagersFinance Campion uses asset allocation analysis to develop an investment strategy that is customized to meet each client's unique needs and circumstances. The firm seeks to determine the optimal mix of asset classes that will position a client's portfolio to achieve their investment objectives without taking an unnecessary level of risk. They use both active and passive investment management to implement each client's investment strategy and strategic asset allocation. | Direttore della Ricerca - Fxd Inc | 22/07/2013 |
Formazione di Aaron Leroy Shackelford
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 3 |
|---|---|
University of South Florida
University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Campion Asset Management LLC
Campion Asset Management LLC Investment ManagersFinance Campion uses asset allocation analysis to develop an investment strategy that is customized to meet each client's unique needs and circumstances. The firm seeks to determine the optimal mix of asset classes that will position a client's portfolio to achieve their investment objectives without taking an unnecessary level of risk. They use both active and passive investment management to implement each client's investment strategy and strategic asset allocation. | Finance |
The University of North Carolina at Charlotte
The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















