Senior Director, Family Office Services


Contact Me

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 RMB Capital, LLC (“Curi RMB”), is an investment adviser in Chicago, IL with other large offices in Raleigh, NC, Denver, CO, and Milwaukee, WI. Curi RMB is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of the firm’s current written disclosure brochure filed with the SEC which discusses, among other things, Curi RMB's business practices, services, and fees, is available through the SEC's website www.adviserinfo.sec.gov..