Steven Mark Sheldon
Director/Board Member at CFA Society of Houston
Steven Mark Sheldon active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - | - |
| Corporate Officer/Principal | - | - |
Career history of Steven Mark Sheldon
Former positions of Steven Mark Sheldon
| Companies | Position | Start | 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. | Chief Investment Officer | 2001-12-31 | 2019-06-30 |
| Founder | 2001-12-31 | 2019-06-30 | |
| Portfolio Manager-Equities | 2001-12-31 | 2019-06-30 | |
| President | 2001-12-31 | 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 |
Statistics
International
| United States | 6 |
| Japan | 2 |
Operational
| Corporate Officer/Principal | 3 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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