Jeff Shelton

Financieel Directeur/CFO bij

Pivotal Research Group LLC

Finance

Consumer Services

Commercial Services

Profiel

Jeffrey Marc Shelton is a Member of the CFA Institute and currently holds the position of CFO, Chief Operating & Compliance Officer at Pivotal Research Group LLC.
Previously, he worked as a Research Analyst at Natixis Securities Americas LLC, an Analyst at Deutsche Bank Securities, Inc., an Analyst at Donaldson, Lufkin & Jenrette Securities Corp., and a Supervisor at BHC Securities, Inc. He also worked as an Analyst at WPS Advisors, Inc. Mr. Shelton received his undergraduate degree from Carnegie Mellon University in 1991 and his MBA from Indiana University in 1997.

Actieve functies van Jeff Shelton

Bedrijven	Functie	Begin
Pivotal Research Group LLC Pivotal Research Group LLC Investment ManagersFinance Provides investment research	Financieel Directeur/CFO	01-01-2010
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	26-10-2010

Alle actieve functies van Jeff Shelton

Eerdere bekende functies van Jeff Shelton

Bedrijven	Functie	Einde
Natixis Securities Americas LLC Natixis Securities Americas LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31-12-2009
Deutsche Bank Securities, Inc. Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31-12-2004
Donaldson, Lufkin & Jenrette Securities Corp. Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services	Analyst-Equity	31-12-2000
WPS Advisors, Inc. WPS Advisors, Inc. Investment ManagersFinance WPS Advisors seeks to double the value of their clients' investments every 5 years, for an average return of about 15% a year. The firm conducts in-house research on every company they select, developing their investment research information from a variety of sources, both external and internal. They visit companies regularly, contact managements frequently and talk to competitors, customers and suppliers. WPS Advisors prepares detailed 5-year projections for all investment prospects. These forecasts, and the related appraisals of fair current value for companies under review, are continuously updated. Central to the firm's analytic process is a valuation method that is used to determine the intrinsic value of the shares of each of the companies they follow. This appraisal technique systematically examines all relevant factors such as quality of assets, ability to finance growth, strength of product line, capability of management and inflation adaptability. WPS Advisors seeks to invest in companies with solid and consistent earnings growth, which is associated with significant revenue growth. They also look for companies with above-average profitability with low sensitivity to economic cycles, strong financial positions with below average debt-to-total capital ratios, controllable operational leverage, high free cash flow and exceptional management teams. Though not limited by sector, the firm tends to invest in the stocks of US mid-cap and large-cap companies in the finance, consumer non-durables, electronic technology, technology services and retail sectors. WPS Advisors maintains a low turnover rate.	Analyst-Equity	31-12-1996
BHC Securities, Inc.	Corporate Officer/Principal	31-12-1993

Ervaring van Jeff Shelton in detail bekijken

Opleiding van Jeff Shelton

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Jeff Shelton in detail bekijken

Connecties

Eerstegraads connecties

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit	9
Natixis Securities Americas LLC Natixis Securities Americas LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Carnegie Mellon University Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Deutsche Bank Securities, Inc. Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
WPS Advisors, Inc. WPS Advisors, Inc. Investment ManagersFinance WPS Advisors seeks to double the value of their clients' investments every 5 years, for an average return of about 15% a year. The firm conducts in-house research on every company they select, developing their investment research information from a variety of sources, both external and internal. They visit companies regularly, contact managements frequently and talk to competitors, customers and suppliers. WPS Advisors prepares detailed 5-year projections for all investment prospects. These forecasts, and the related appraisals of fair current value for companies under review, are continuously updated. Central to the firm's analytic process is a valuation method that is used to determine the intrinsic value of the shares of each of the companies they follow. This appraisal technique systematically examines all relevant factors such as quality of assets, ability to finance growth, strength of product line, capability of management and inflation adaptability. WPS Advisors seeks to invest in companies with solid and consistent earnings growth, which is associated with significant revenue growth. They also look for companies with above-average profitability with low sensitivity to economic cycles, strong financial positions with below average debt-to-total capital ratios, controllable operational leverage, high free cash flow and exceptional management teams. Though not limited by sector, the firm tends to invest in the stocks of US mid-cap and large-cap companies in the finance, consumer non-durables, electronic technology, technology services and retail sectors. WPS Advisors maintains a low turnover rate.	Finance
Donaldson, Lufkin & Jenrette Securities Corp. Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BHC Securities, Inc.	Finance
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services
Pivotal Research Group LLC Pivotal Research Group LLC Investment ManagersFinance Provides investment research	Finance