Paul Z. Shelton
Founder Chief Investment Officer @Warwick Shore Advisors
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WORK HISTORY
Founder Chief Investment Officer @Warwick Shore Advisors
Warwick Shore Advisors was founded with the passion to provide institutional investment management and wealth guidance to endowments, foundations and high net worth families. We pride ourselves on the ability to provide independent and objective advice with a fee-only approach. Our investment strategies are designed to provide access to the same institutional caliber investments as the world\'s largest endowments and pension plans. Initially incorporated in 2016, Warwick Shore Advisors is a boutique firm that is able to provide high touch, institutional quality wealth management for our clients. We partner with you to achieve the goals that are most important in life. TESTIMONIALS ARE NOT PERMITTED BY LAW: The Securities and Exchange Commission (SEC) prohibits testimonials. As an investment advisory representative of Warwick Shore Advisors, I cannot display any testimonials of any kind, including LinkedIn Endorsements or Recommendations related to this position. While I thank you for sharing your satisfaction about Warwick Shore Advisors with your friends and colleagues, please do not post it publicly on this or any other website. We do not solicit testimonials and cannot be responsible for them. Per SEC regulations, any posts that can be interpreted as testimonial will, respectfully, be removed; therefore, you will not find any quotes from satisfied clients posted on any public site.
EDUCATION
Southern New Hampshire University
Master of Science in Finance (MSF), Investment and Security
UCF College of Business
Bachelor of Science Business Administration (B.B.A.), Marketing
SKILLS
ABOUT PAUL Z. SHELTON
Paul Z. Shelton Jr. has experience in managing both mutual fund and separate account…
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