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Michael Sheldon, CFP®, CFA®, FRM

Executive Director

RDM Michael Sheldon

Michael Sheldon is an Executive Director at RDM Financial Group. He leads the firm’s Investment Committee, provides global investment strategy and analyzes individual equities and fixed income investments (as well as private investments).  He coordinates with the firm’s financial planning team to help develop the appropriate asset allocation for RDM clients and attends meetings with prospective and existing clients.. 

Michael writes market commentary for RDM Financial including market updates and an investment blog on the RDM website. He also provides timely and insightful market news commentary for leading domestic and international business news organizations. He has been a guest on Bloomberg Radio and TV, CNBC TV,Yahoo Business TV, 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®), holds a Financial Risk Management (FRM) designation and recently achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®), 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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