Joined Curi Capital
January 2022
Education
- AB in Management Science and Accounting from Duke University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Financial Planner, Portfolio Manager, and Chief Operating Officer with KDI Capital Partners
- Chief Financial Officer of National Commerce Financial and CCB Financial Corp
- Partner at KPMG, LLP
News & Insights featuring Sheldon Fox
Bio
Sheldon joined the Curi Capital team following the acquisition of KDI Capital Partners at the end of 2021. In addition to advising clients, he serves as the Team Leader for the firm’s southeast markets.
Prior to the acquisition, he was with KDI for over 17 years, serving in various roles such as Financial Planner, Portfolio Manager, and Chief Operating Officer.
Earlier in his career, Sheldon was the Chief Financial Officer of National Commerce Financial and CCB Financial Corp. He was also a Partner at KPMG, LLP for over 16 years.
He received an AB in Management Science and Accounting from Duke University.