Steven Mark Sheldon

Director/Board Member at

CFA Society of Houston

59 year

96 connections

Finance

Consumer Services

Commercial Services

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 Engages in promoting and educating professional and ethical standards in investment markets	Director/Board Member	-

All active positions of Steven Mark Sheldon

Former positions of Steven Mark Sheldon

Companies	Position	End
SMS Capital Management LLC SMS Capital Management LLC Investment ManagersFinance SMS diversifies portfolios across multiple asset classes and investing styles. They utilize a combination of index-oriented funds, select actively managed funds and in some cases, individual securities to build clients' portfolios. SMS believes that no-load, index funds provide a low cost, tax efficient means of investing in broader markets but also that certain actively-managed funds can enhance the potential for above market returns at a desired level of risk. The firm's clients include individuals, as well as fiduciaries and trustees of pension plans, endowments, trusts, estates and corporations. SMS thoroughly screens, analyzes, and researches the universe of mutual funds and fund managers to identify those with outstanding long-term track records according to a defined investment style. The firm also considers many other quantitative and qualitative factors when determining the most appropriate fund manager(s) for each client's portfolio. SMS does not practice active market-timing strategies. Rather, they strategically allocate and rebalance client portfolios both within and across core and supporting asset classes in accordance with each client's investment objectives and SMS' fundamental view of each asset class's expected risk-adjusted return.	Founder	2019-06-30
Texas Commerce Bank, NA (Lubbock, Texas) Texas Commerce Bank, NA (Lubbock, Texas) Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	-
Fuji Bank Ltd. Fuji Bank Ltd. Regional BanksFinance International bank	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Fuji Bank Ltd. Fuji Bank Ltd. Regional BanksFinance International bank	Finance
Texas Commerce Bank, NA (Lubbock, Texas) Texas Commerce Bank, NA (Lubbock, Texas) Major BanksFinance Nationally chartered commercial bank	Finance
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Tulane University (Louisiana) Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
SMS Capital Management LLC SMS Capital Management LLC Investment ManagersFinance SMS diversifies portfolios across multiple asset classes and investing styles. They utilize a combination of index-oriented funds, select actively managed funds and in some cases, individual securities to build clients' portfolios. SMS believes that no-load, index funds provide a low cost, tax efficient means of investing in broader markets but also that certain actively-managed funds can enhance the potential for above market returns at a desired level of risk. The firm's clients include individuals, as well as fiduciaries and trustees of pension plans, endowments, trusts, estates and corporations. SMS thoroughly screens, analyzes, and researches the universe of mutual funds and fund managers to identify those with outstanding long-term track records according to a defined investment style. The firm also considers many other quantitative and qualitative factors when determining the most appropriate fund manager(s) for each client's portfolio. SMS does not practice active market-timing strategies. Rather, they strategically allocate and rebalance client portfolios both within and across core and supporting asset classes in accordance with each client's investment objectives and SMS' fundamental view of each asset class's expected risk-adjusted return.	Finance
CFA Society of Houston CFA Society of Houston Miscellaneous Commercial ServicesCommercial Services Engages in promoting and educating professional and ethical standards in investment markets	Commercial Services