A Wallet In The Sock (WITS) will help you keep your wits about you! Steven M. Sheldon takes a personal anecdote involving his dad's urthodox vacation planning techniques and turns it into a powerful, new metaphor for achieving financial security and peace of mind. With over 20 years of experience including his early career days in banking and a stint at Enron that coincided with the company's spectacular rise and fall, Mr. Sheldon uses his own personal and professional background to offer a real-life look at being prepared financially for life's uncertainties. In addition, he addresses the daunting challenges of saving for college and retirement by offering some practical and effective planning strategies. As the founding principal of SMS Capital Management, Mr. Sheldon w helps those who have eugh resources to accomplish their personal financial goals, but t eugh to make costly mistakes along the way.
Mr. Sheldon has 20 years of professional financial experience. Prior to founding SMS Capital Management, LLC in 2002, a financial advisory and investment management firm, Mr. Sheldon worked as a Director in Enron's Principal Investments Group. Mr. Sheldon has an MBA from Tulane University and a BBA from The University of Texas at Austin. In addition, he is a CFA charterholder and a member of both the CFA Institute and the CFA Society of Houston. He lives in Houston with his wife, Linda, and two children.