Steven Mark Sheldon
Director/Board Member at CFA Society of Houston
Profile
Steven Mark Sheldon is the founder of SMS Capital Management LLC, which was founded in 2002.
He currently holds the position of Director & Vice President-Programming at CFA Society of Houston.
In the past, he worked as a Principal at Fuji Bank Ltd.
and Texas Commerce Bank, NA (Lubbock, Texas).
Mr. Sheldon has an undergraduate degree from The University of Texas at Austin and an MBA from Tulane University (Louisiana).
Steven Mark Sheldon active positions
| Companies | Position | Start |
|---|---|---|
CFA Society of Houston
 CFA Society of Houston Miscellaneous Commercial ServicesCommercial Services CFA Society of Houston engages in the provision of chartered financial analyst programs. It offers CFA prep courses, wall street prep course, mentorship program, and scholarship. The company was founded in 1955 and is headquartered in Bellaire, TX. | Director/Board Member | - |
Former positions of Steven Mark Sheldon
| Companies | Position | End |
|---|---|---|
SMS Capital Management LLC
 SMS Capital Management LLC Investment ManagersFinance Founded by Steven Sheldon in 2002, SMS Capital Management LLC is an investment advisor firm located in Bellaire, Texas. The firm's clients include individuals, as well as, fiduciaries and trustees of pension plans, endowments, trusts, estates and corporations. | Founder | 2019-06-30 |
| Texas Commerce Bank, NA (Lubbock, Texas) | Corporate Officer/Principal | - |
| Fuji Bank Ltd. | Corporate Officer/Principal | - |
Training of Steven Mark Sheldon
| The University of Texas at Austin | Undergraduate Degree |
| Tulane University (Louisiana) | 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 |
|---|---|
| Fuji Bank Ltd. | Finance |
| Texas Commerce Bank, NA (Lubbock, Texas) | Finance |
SMS Capital Management LLC
SMS Capital Management LLC Investment ManagersFinance Founded by Steven Sheldon in 2002, SMS Capital Management LLC is an investment advisor firm located in Bellaire, Texas. The firm's clients include individuals, as well as, fiduciaries and trustees of pension plans, endowments, trusts, estates and corporations. | Finance |
CFA Society of Houston
CFA Society of Houston Miscellaneous Commercial ServicesCommercial Services CFA Society of Houston engages in the provision of chartered financial analyst programs. It offers CFA prep courses, wall street prep course, mentorship program, and scholarship. The company was founded in 1955 and is headquartered in Bellaire, TX. | Commercial Services |
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