With 25+ years of experience, Robert joined Amegy Bank in April 2012. Since 2004, he served as an advisor to high net worth individuals, families and foundations at JP Morgan Private Bank and Kanaly Trust. Prior to that and since 1995, Robert served as a Senior Portfolio Manager for AIM Investments, overseeing large cap core strategies and a financial services sector fund. Robert received his Bachelor of Science from Washington and Lee University, Lexington, VA. He graduated Phi Beta Kappa, and magna cum laude. Robert has been an active member of the Houston Society of Financial Analysts since 2001. He received his CFA designation in 2001 and his CAIA designation in 2013.
Robert Shelton, CAIA, Chapter Executive, Houston
Market Strategist, Amegy Bank