Kevin Shelton, Cfa, MBA
About Kevin Shelton, Cfa, MBA
Kevin Shelton is an Assistant Portfolio Manager specializing in Fixed Income at Intact, where he has worked since 2021. He has a diverse background in investment analysis and a strong educational foundation, holding an MBA in Investment Management and a BS in Kinesiology.
Current Role as Assistant Portfolio Manager at Intact Financial Corporation
Kevin Shelton serves as the Assistant Portfolio Manager in the Fixed Income division at Intact Financial Corporation. He has held this position since 2021 in Montreal, Quebec, Canada. In this role, he is responsible for managing fixed income investments, analyzing market trends, and supporting investment strategies. His experience in the financial sector contributes to his effectiveness in portfolio management.
Previous Experience at Intact Financial Corporation
Prior to his current role, Kevin Shelton worked at Intact Financial Corporation as a Senior Investment Analyst in Fixed Income from 2020 to 2021, and as an Investment Analyst in Fixed Income from 2017 to 2020. During his tenure, he focused on analyzing fixed income securities and developing investment strategies that align with the company's objectives.
Experience at Russell Investments and Bank of Canada
Kevin Shelton worked as a Sales Support Associate at Russell Investments from 2015 to 2017, where he supported sales initiatives and client relations. Additionally, he gained experience as an intern at the Bank of Canada in 2015 for three months, providing him with insights into the financial regulatory environment.
Educational Background in Kinesiology and Investment Management
Kevin Shelton holds a Bachelor of Science (BS) in Kinesiology and Exercise Science from Concordia University, which he completed from 2009 to 2013. He also pursued further education in the same field at San Diego State University, achieving a BS in 2013. Additionally, he earned a Master of Business Administration (MBA) with a focus on Investment Management from Concordia University from 2014 to 2017.
Athletic Background and Personal Development Interests
Kevin Shelton has a background in competitive sports, having played high-level hockey and baseball during his time at prep school and university. This experience has equipped him with skills in performing under pressure and collaborating with diverse individuals. He has a strong interest in personal development and actively seeks opportunities to grow by stepping outside of his comfort zone.