Steven M. Sheldon, CFA, CFP®
Steven has over twenty years of professional finance experience. In 2002, he founded SMS Capital Management, LLC, a boutique wealth management firm to better serve the needs of business owners, corporate executives, professionals, and mass affluent households.
MBA, A.B. Freeman School of Business, Tulane University, 1993
BBA, The University of Texas at Austin, 1988
Prior to founding SMS, Steven was a Director with Enron’s Principal Investment’s Group where he managed a portfolio of both private and public investments in the energy and telecommunications sectors. Steven was also a corporate banker with The Fuji Bank, Ltd. As well as a commercial lending officer with Texas Commerce Bank (now Chase Bank).
Steven is both a CFA® charterholder and CFP®. Click below to learn more about each designation.
Member, CFA Society Houston and CFA Institute
Director, Albert and Ethel Herzstein Charitable Foundation
Advisory Board Member, The Woods Project
Advisory Board Member, Dr. Marnie Rose Foundation
Past-President, MBA Council of Houston
Investment Committee, Congregation Beth Yeshurun
Steven has lived in Houston since 1978. He is married and has two children.
Robert A. Rizarri
Client Operations Manager
Robert joined SMS Capital Management in March of 2010. Robert is responsible for client service issues as well as the back office operations of the firm. Prior to joining SMS, Robert worked with a wealth management firm based in Baton Rouge, Louisiana.
BS in Financial Planning, Texas Tech University
In his spare time, Robert actively competes on various tennis teams as well as plays golf.