Chief Investment Officer @ Toll Family Office (February 2005 - January 2023)
Vice President @ Lehman Bros (March 2002 - January 2005)
JPM Private Bank - Equity and FX Derivatives research and sales and trading for Ultra-HNW @ (July 1998 - December 2001)
Fixed Income Analyst @ (March 1994 - June 1996)
Eric Shelton Education
Unc Kenan - Flagler Business School
Master of Business Administration (Finance)
1996-1998
University of Miami
Bachelor of Business Administration (English, Finance)
1900
La Salle High School
Eric Shelton Skills
Investments
Data Analysis
Asset Allocation
Bonds
Strategic Planning
Structured Finance
FX
Structured Products
Derivatives
Fixed Income
Private Equity
Financial Structuring
FX Options
Hedge Funds
Project Management
Investment Management
Swaps
Hedging
Mergers and Acquisitions
Equities
Asset Management
Eric Shelton Summary
Eric Shelton, based in Philadelphia, PA, US, is currently a Founder at Shelton Investment Consulting. Eric Shelton brings experience from previous roles at Toll Family Office, Lehman Bros, JP Morgan and Goldman Sachs. Eric Shelton holds a 1996 - 1998 Master of Business Administration in Finance @ Unc Kenan - Flagler Business School. With a robust skill set that includes Investments, Data Analysis, Asset Allocation, Bonds, Strategic Planning and more. Eric Shelton has 1 emails and 2 mobile phone numbers on RocketReach.
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