Robert A. Shelton

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Finance

Consumer Services

Perfil

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.

Antiguos cargos conocidos de Robert A. Shelton.

Empresas	Cargo	Fin
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.	Gestor de Cartera-Acciones	-

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Formación de Robert A. Shelton.

Washington & Lee University

Undergraduate Degree

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