Paul Z. Shelton Jr., mSF
In his role as portfolio manager, Paul provides thought leadership and portfolio management for the firms’ clients and investment team. Paul is tasked with asset allocation development of the firm’s investment strategies. Paul graduated with his Bachelors of Science in Business Administration from the University of Central Florida and his Master of Science in Finance from Southern New Hampshire University. Paul is currently a CFA Level II candidate.
Prior to founding Warwick Shore Advisors, Paul served as a portfolio manager with WaterOak Advisors, a SEC-registered investment adviser with $2.1B in assets under management. During his tenure with WaterOak Advisors, he provided analytical research and portfolio management for the firm’s tactical ETF and equity mutual funds, separately managed account strategies and private wealth client investment portfolios. Prior to WaterOak Advisors, Paul served as an Investment Management Associate and Junior Underwriter at Wells Fargo & Company.
After spending a portion of his early childhood in Asia, Paul's family relocated to Florida. Since then he has lived in the Central Florida area and still resides in Orlando with his wife and 3 children. In his spare time, Paul enjoys spending time with his family, fishing, and playing the piano.