![Sheldon Michael Fox](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Sheldon Michael Fox
Gestionnaire de Portefeuille-Actions chez
Curi Capital LLC
Profil
Mr. Sheldon M.
Fox, CPA, is a Partner & Senior Wealth Advisor at Curi Capital LLC.
Mr. Fox joined the Curi Capital team following the acquisition of KDI Capital Partners at the end of 2021.
In addition to advising clients, he serves as the Team Leader for the firm’s southeast markets.
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, he 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.
Postes actifs de Sheldon Michael Fox
| Sociétés | Poste | Début |
|---|---|---|
Curi Capital LLC
 Curi Capital LLC Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 01/07/2025 |
Anciens postes connus de Sheldon Michael Fox
| Sociétés | Poste | Fin |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Gestionnaire de Portefeuille-Actions | 01/07/2025 |
KDI Capital Partners LLC
 KDI Capital Partners LLC Investment ManagersFinance KDI primarily utilizes two long-only strategies, Core Equities and Highly Concentrated. Their core investment strategy is the Core Equities strategy. The principal focus is on US equities, with potential limited investments in equity securities of European and/or Canadian companies. This strategy typically holds 20-25 positions. The firm employs the Highly Concentrated strategy to manage SMA’s targeting foundations, corporations, family offices and endowments. The strategy will hold up to 15 intensely researched large and highly liquid mid-cap stocks and ADR’s. Highly Concentrated strategy seeks to identify companies and industries changing due to the impact of technology and to invest in those companies that will benefit from those changes. | Directeur des opérations | 01/12/2021 |
Formation de Sheldon Michael Fox
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
KDI Capital Partners LLC
KDI Capital Partners LLC Investment ManagersFinance KDI primarily utilizes two long-only strategies, Core Equities and Highly Concentrated. Their core investment strategy is the Core Equities strategy. The principal focus is on US equities, with potential limited investments in equity securities of European and/or Canadian companies. This strategy typically holds 20-25 positions. The firm employs the Highly Concentrated strategy to manage SMA’s targeting foundations, corporations, family offices and endowments. The strategy will hold up to 15 intensely researched large and highly liquid mid-cap stocks and ADR’s. Highly Concentrated strategy seeks to identify companies and industries changing due to the impact of technology and to invest in those companies that will benefit from those changes. | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Curi Capital LLC
Curi Capital LLC Investment ManagersFinance Provides investment advice | Finance |
