Profile
Mr. Nicholas A.
Shelton is a Principal at Roundview Capital LLC.
His focuses are investment research and working closely with clients, assisting them throughout the key stages of their financial lives.
Mr. Shelton has prior experience in research and consulting in the medical, government contracting, and consumer packaged goods industries.
He graduated with honors from the University of Michigan with a BA in both Economics and History.
Nick Shelton active positions
| Companies | Position | Start |
|---|---|---|
Roundview Capital LLC
 Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Analyst-Equity | - |
Training of Nick Shelton
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Roundview Capital LLC
Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities. | Finance |
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