Jeff Shelton

Director of Finance/CFO at

Pivotal Research Group LLC

Finance

Consumer Services

Commercial Services

Profile

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.

Jeff Shelton active positions

Companies	Position	Start
Pivotal Research Group LLC Pivotal Research Group LLC Investment ManagersFinance Provides investment research	Director of Finance/CFO	2009-12-31
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	2010-10-25

All active positions of Jeff Shelton

Former positions of Jeff Shelton

Companies	Position	End
Natixis Securities Americas LLC Natixis Securities Americas LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2009-12-30
Deutsche Bank Securities, Inc. Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2004-12-30
Donaldson, Lufkin & Jenrette Securities Corp. Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services	Analyst-Equity	2000-12-30
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	1996-12-30
BHC Securities, Inc.	Corporate Officer/Principal	1993-12-30

See the detail of Jeff Shelton's experience

Training of Jeff Shelton

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jeff Shelton's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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