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Steven Mark Sheldon
Directeur/Membre du Conseil chez
CFA Society of Houston
Profil
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).
Postes actifs de Steven Mark Sheldon
| Sociétés | Poste | Début |
|---|---|---|
CFA Society of Houston
 CFA Society of Houston Miscellaneous Commercial ServicesCommercial Services Engages in promoting and educating professional and ethical standards in investment markets | Directeur/Membre du Conseil | - |
Anciens postes connus de Steven Mark Sheldon
| Sociétés | Poste | Fin |
|---|---|---|
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. | Fondateur | 01/07/2019 |
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 | - |
Formation de Steven Mark Sheldon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
