Senior Director, Family Office Services
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.