Robert A. Shelton

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Prior to joining Kanaly in 2009, Mr. Shelton was a Senior Investment Officer with JPMorgan Private Bank where he provided strategic investment advice to high net worth families, foundations and charitable trusts.
In addition, he spent several years at AIM Investments as a Senior Portfolio Manager and Equity Analyst.
During his time at AIM, he co-managed a large-cap US equity fund along with a financial services sector fund.
Mr. Shelton graduated magna cum laude with a BS in Business Administration from Washington and Lee University in Lexington, Virginia.
He is a Phi Beta Kappa and holds the Chartered Financial Analyst designation.
He is a member of the CFA Institute and the CFA Society of New Mexico.

Precedenti posizioni note di Robert A. Shelton

Società	Posizione	Fine
Kanaly Trust LTA Kanaly Trust LTA Investment ManagersFinance Founded in 1975, Kanaly Trust LTA is a trust company located in Houston Texas. In 2016, Mercer Advisors Inc, a portfolio company of Genstar Capital LLC, acquired Kanaly Trust LTA, a portfolio company of Lovell Minnick Partners LLC. Kanaly Trust offers financial planning, investment management, trust services and wealth management. Their clients include high net-worth individuals and their families.	Gestore di Portafoglio-Azioni	-

Vedi nel dettaglio l'esperienza di Robert A. Shelton

Formazione di Robert A. Shelton

Washington & Lee University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private