Steven Sheldon, CFA, has over 17 years of professional financial and investment experience. Prior to founding SMS Capital Management, Mr. Sheldon was a Director in Enron’s Principal Investments Group where he managed a portfolio of both private and public investments in the energy and telecommunications sectors. Prior to that, Mr. Sheldon was a corporate banker with The Fuji Bank, Ltd. as well as a commercial lending officer with Texas Commerce Bank (now Chase Bank).
M,B,A. A.B. Freeman School of Business, Tulane University, 1993
B.B.A. The University of Texas at Austin, 1988
Chartered Financial Analyst
Member, CFA Society of Houston and CFA Institute
Advisory Board Member, The Woods Project
Past-President, MBA Council of Houston
Mr. Sheldon has lived in Houston for over twenty years. He is married and has two children.