James Shelton is Chief Investment Officer at Kanaly Trust in Houston, providing direction and oversight of the investment process for all personal and institutional accounts of the firm. He provides depth, talent and leadership to Kanaly’s investment team and works to implement broad, multi-asset class investment opportunities for clients.
James joined Kanaly in 2007 after five years of service at AIM Investments (now Invesco) of Houston. He joined AIM as a senior client portfolio manager and advanced to manager of investment services before his departure from the firm. From 1999 to 2002 he was the co-founder and CIO of his own firm, Caprock Capital Advisors, Inc. of Houston. All in all, James has about 20 years of experience in the investment industry.
Originally from Houston, James completed his undergraduate education at Baylor University and then earned an MBA from the University of Houston. He is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA) and is a member of the Chartered Alternative Investment Analyst Association.
A regular guest on CNBC, James provides commentary for programs such as Reports, Power Lunch and Squawk on the Street. He has appeared on several FOX Business News and Bloomberg Television programs and has been quoted in The Wall Street Journal, Businessweek, Marketwatch.com, CNNMoney.com, Smartmoney.com, and many others. James serves as chair of Kanaly’s Investment Committee, and is also a member of the Executive and Management Committees. In 2009, he was recognized by Texas Monthly as a FIVE STAR “Best in Client Satisfaction” wealth manager.