James Shelton

James Shelton is Chief Investment Officer with Kanaly Trust. He is responsible for overseeing the investment process for all personal and institutional accounts of the firm. He provides depth, talent and leadership to the company’s investment team and works to implement broad, multi-asset class investment opportunities for all clients. James comes to Kanaly from AIM Investments of Houston. He joined AIM in 2002 as a senior client portfolio manager and was elevated to Manager of Investment Services in the past year. 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 spent over 15 years in the investment industry. Originally from Houston, James received an MBA from the University of Houston and completed an undergraduate degree at Baylor University. He is a Chartered Financial Analyst (CFA) and holds NASD Series 6, 7, 24 and 63 certifications.