Meet Us Robert Shelton

Robert is a Financial Advisor with Kanaly Trust. He is based in Santa Fe, New Mexico and serves clients throughout the Southwestern United States. He directs the development and implementation of Kanaly’s Personal Financial ProgramTM for clients. This process is carried out through a series of meetings and discussions where Robert gains a comprehensive understanding of a client’s personal financial situation. The financial program incorporates strategies that address all facets of personal finance. It begins with a comprehensive portfolio review and detailed recommendations. It then encompasses cash flow, tax and estate planning, employee benefits, insurance and education planning.

Robert graduated magna cum laude with a BS in Business Administration from Washington and Lee University in Lexington, Virginia. He is a Phi Beta Kappa and holds the Chartered Financial Analyst® designation. Robert is a member of the CFA Institute and the CFA Society of New Mexico.

Robert joined Kanaly in 2009, and has nearly 20 years of experience in investments, finance and business management. Prior to joining Kanaly, he was a Senior Investment Officer with JPMorgan Private Bank where he provided strategic investment advice to high net worth families, foundations and charitable trusts. In addition, Robert spent nearly 10 years at AIM Investments as a Senior Portfolio Manager and Equity Analyst. During his time at AIM, he co-managed a large-cap US equity fund along with a financial services sector fund.

Robert has served on the board of the Cystic Fibrosis Foundation - Gulf Coast. He has volunteered his time for the Santa Fe International Folk Art Market, and holds a Captain’s License with the United States Coast Guard. Robert is an animal lover. He formerly owned an Aussie Pet Mobile franchise in Houston, which provided in-home grooming services for some of Houston’s most pampered pets. In his free time, Robert enjoys sailing, cooking, reading, photography and real estate projects.