Senior Director, Family Office Services


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Sheldon joined the Curi Capital team as the Senior Director of Family Office Services following the acquisition of KDI Capital Partners at the end of 2021.

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.

Curi Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.