Bio
Sheldon is a financial services executive with 30+ years of experience in leading alternative investment product and distribution businesses and investment banking. At CrowdStreet, Sheldon leads the firm’s investment management and advisory services, including Funds, Private Managed Accounts and Wealth Management Solutions.
Sheldon has led over $50bn in institutional and retail fundraisings and product development, including debt and equity financings for companies and investment funds for high net worth investors. He was the Head of Product & Distribution Strategy at Artivest, an alternative investments fintech platform; and a Partner at Pantheon Ventures, a private equity and real assets investment manager, where he established its Private Wealth unit. Sheldon built and led the private equity and real assets products business at Bank of America Merrill Lynch Wealth Management and was a former investment banker at Merrill Lynch, UBS and Goldman Sachs, serving corporate and government clients in North America, Asia and Latin America.
Sheldon earned his MBA from Northwestern University’s Kellogg School of Management and his BS in Economics from Cornell University.
Areas of Interest
- Deal Type
- Acquisition, Development, Ground Lease, Loan Purchase, Opportunity Zone, Partner Buyout, Pre-Development, Recapitalization, Refinance, Rehabilitation
