Michael Sheldon Email & Phone Number
Vice President and Senior Portfolio Manager @ Washington Trust Wealth Management
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Michael Sheldon Location
- Westport, CT, US
Michael Sheldon Work
- Vice President and Senior Portfolio Manager @ (June 2025 - Present)
- Executive Director and CIO @ RDM Financial Group at Hightower (October 2016 - July 2025)
- Chief Market Strategist, Senior VP @ RDM Financial (May 2008 - October 2016)
- Chief Market Strategist @ Spencer Clarke LLC (January 2000 - January 2008)
- Assistant Vice President, Capital Markets @ Williams Capital (January 1995 - January 1999)
- Equity Research and Asset Liability Management and Money Market Sales @ Bank of Tokyo Ltd. (January 1988 - January 1995)
Michael Sheldon Education
- Vassar College
BA (ECONOMICS)
1984-1988
Michael Sheldon Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Capital Markets
- Chartered Financial Analyst
- Client Presentation
- Credit Analysis
- Equities
- Equity Research
- Financial Markets
- Fixed Income
- Global Strategy
- Investment Management
- Investments
- Manager Selection
- Morningstar
- Mutual Funds
- Newsletters
- Portfolio Management
- Securities Regulation
- Series 24
- Series 63
- Series 7
Michael Sheldon Summary
- Michael Sheldon, based in Westport, CT, US, is currently a Vice President and Senior Portfolio Manager at Washington Trust Wealth Management. Michael Sheldon brings experience from previous roles at RDM Financial Group at Hightower, RDM Financial, Spencer Clarke LLC and Williams Capital. Michael Sheldon holds a 1984 - 1988 BA in ECONOMICS @ Vassar College. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets and more. Michael Sheldon has 1 emails and 1 mobile phone numbers on RocketReach.
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