Managing Director / Partner
Sheldon is currently a Managing Director / Partner of Americana Partners. Sheldon was a Vice President Financial Advisor with Morgan Stanley since 2009. Prior to that, he worked with a regional planning and research team at UBS through the Financial Advisor Associate Program. Sheldon is a board member of the Young Men’s Business League of Austin. He received a B.A. in Business Administration from Abilene Christian University and currently holds a Certified Financial Planner™ Designation.