Paul Z. Shelton Jr. has experience in managing both mutual fund and separate account strategies. He provides quantitative and qualitative research and portfolio optimizations for the firm’s strategies. Paul also provides portfolio management, fundamental and quantitative research for the firm’s ...
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Paul Z. Shelton Jr. has experience in managing both mutual fund and separate account strategies. He provides quantitative and qualitative research and portfolio optimizations for the firm’s strategies. Paul also provides portfolio management, fundamental and quantitative research for the firm’s Global ETF Tactical strategy and the Quantitative Portfolio Strategies model portfolios. Paul has enhanced skills surrounding the development of customized asset allocations, investment policy guidelines and portfolio risk management. Paul is fluent with performing statistical regression analysis and providing econometric research. He is able to effectively communicate these data and translate them into quantitative portfolio management strategies. Having a background in underwriting, Paul has the ability to review and distill data from SEC filings and build forecasting models. His attention to detail, qualitative and quantitative critical thinking skills and energetic spirit provides an added value to clients internally and externally. Paul's additional responsibilities and skills include:
- Quantitative Portfolio Management
- Equity and Investment Research
- Global macroeconomic research
- R Programming language
- Financial Modeling
Paul has advanced knowledge and experience providing investment management for foundations, endowments and ultra-high net worth clients. Paul is a graduate of the University of Central Florida with a Bachelor’s in Business Administration. He obtained his Master of Science in Finance with a concentration in Investment and Securities from Southern New Hampshire University. He currently holds his series 65 license and is a level II candidate in the Chartered Financial Analyst (CFA) program.
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