Michael L. Shelton
Analyst-Equity at Nicholas Co., Inc.
Profile
Mr. Michael L.
Shelton, CFA MBA, is a Senior Research Analyst & Portfolio Manager at Nicholas Co., Inc. He joined Nicholas Company in 2006.
He has a depth of knowledge following years of covering the healthcare, technology and industrial sectors.
He has had the opportunity to work alongside Dave and Ab Nicholas analyzing companies for each of the investment strategies.
This experience has provided a sound basis for his adoption of the long-held Nicholas investment philosophy and process.
He has over 27 years of industry experience.
Prior to joining Nicholas Company, Mr. Shelton worked for the Department of Defense Financing & Accounting Service as a financial analyst.
He spent three years with Robert W.
Baird as a research analyst and at McDonald Investments for one year focusing on healthcare companies.
Before starting his investment career, he worked with Ernst & Young as an auditor and tax consultant earning his CPA designation in 1995.
Mr. Shelton graduated magna cum laude from Miami University in Oxford, Ohio and obtained his M.B.A.
from The Ohio State University.
He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee.
Michael L. Shelton active positions
Companies | Position | Start |
---|---|---|
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Analyst-Equity | 2005-12-31 |
Former positions of Michael L. Shelton
Companies | Position | End |
---|---|---|
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Corporate Officer/Principal | - |
Ernst & Young Corp. Finance LLC | Corporate Officer/Principal | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Corporate Officer/Principal | - |
Training of Michael L. Shelton
Miami University | Undergraduate Degree |
The Ohio State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
---|---|
Nicholas Co., Inc.
Nicholas Co., Inc. Investment ManagersFinance Nicholas Co., Inc. is a privately-owned, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Albert Nicholas in 1967 and they provide investment advice to individuals, institutions, trusts, estates and charitable organizations, corporations and other business entities, pensions and profit sharing plans, and investment companies. | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Finance |
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
Ernst & Young Corp. Finance LLC | Commercial Services |
- Stock Market
- Insiders
- Michael L. Shelton