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Jeff Shelton
Directeur Financier/CFO chez
Pivotal Research Group LLC
Profil
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.
Postes actifs de Jeff Shelton
| Sociétés | Poste | Début |
|---|---|---|
Pivotal Research Group LLC
 Pivotal Research Group LLC Investment ManagersFinance Provides investment research | Directeur Financier/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 |
Anciens postes connus de Jeff Shelton
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Jeff Shelton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
