Sheldon Halcrow
Sheldon is a seasoned Wealth Manager with over 20 years’ experience providing comprehensive wealth and asset management services to high-net-worth South African families. Sheldon is one of the few advisors who holds licensing for both South Africa and the USA, specializing in advising South African families who are planning on, or have emigrated to the USA.
Sheldon embarked on his journey as a trader on the Johannesburg Stock Exchange, which led to five years as an investment specialist at Rand Merchant Bank. In 2003, he transitioned to Nedbank Private Wealth, progressing to regional manager by 2016. In 2020, Sheldon joined Caleo Capital South Africa, and a year later, took charge at Caleo Capital North America LLC. He holds esteemed licenses from FINRA and NASAA, a testament to his unwavering commitment to professional excellence.
Events that was hosted by Sheldon Halcrow
| Event | Start Date | CPD Hours | Status |
|---|---|---|---|
| No Events Available |
Resources On-Demand presented by Sheldon Halcrow
| Title | Hours |
|---|---|
| Cross-border Crossing: Navigating Dreams and Duties in Global Relocation and Financial Landscapes | 2 |