Michael Sheldon, CFA®, FRM | Executive Director, Chief Investment Officer

Michael Sheldon is the Chief Investment Officer at RDM Financial Group. He leads the Investment Committee to provide global investment strategy and research on individual equities and fixed income investments (as well as private investments).  He coordinates with the financial planning team to develop the appropriate asset allocation for RDM clients. 

Michael writes market commentary for RDM including market updates and an investment blog on the RDM website. He also provides timely and insightful market news commentary to both domestic and international business news organizations. He has been a frequent guest on Bloomberg TV and Radio and participates in interviews for a wide range of news organizations including Barron’s, The New York Times, The Wall Street Journal, The Washington Post, Fox Business, CNN Money and USA Today.

Michael has worked in financial markets since 1988 and has a broad range of experience regarding U.S. equity and global capital markets. He graduated from Vassar College with honors in economics. He has also taken advanced curriculum courses at NYU, The New York Institute of Finance, and The New York Society of Security Analysts (NYSSA).

Michael is a Chartered Financial Analyst® (CFA®) and holds a Financial Risk Management (FRM) designation. He also holds Series 7, 63, and 24 licenses and is a member of the New York Society of Security Analysts.

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