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Michael Sheldon

Vice President and Senior Portfolio Manager at Washington Trust Advisors, Inc.

Westport, CT , United States

About

Michael Sheldon is Vice President and Senior Portfolio Manager at Washington Trust Advisors, based in Westport, CT, where he is responsible for developing and implementing customized investment strategies for high-net-worth individuals and institutional clients. In this role, he oversees portfolio management, asset allocation decisions, and client advisory, with a focus on delivering tailored solutions that address complex wealth management needs.

With more than 26 years of experience in investment management, Michael specializes in multi-asset class portfolios, integrating equities, fixed income, and alternative investments. His expertise includes asset allocation, global investment strategy, and retirement income planning, with particular attention to investors approaching or in retirement. He previously served as Executive Director and Chief Investment Officer at RDM Financial Group at Hightower, where he provided strategic direction on global public and private investments, and as CIO at Northstar Wealth Partners.

Michael holds a BA in Economics from Vassar College and is a CFA charterholder as well as a CFP and FRM certificant. He is recognized for his thought leadership in portfolio construction and market analysis, contributing regularly through media appearances and client communications on topics such as market volatility and retirement planning.

Career History

OrganizationRoleDate RangeDetails
Washington Trust Wealth ManagementVice President and Senior Portfolio ManagerJun 2025 to Present
RDM Financial Group at HightowerExecutive Director and CIOOct 2016 to Jul 2025
Northstar Wealth PartnersCIODec 2015 to Aug 2016
Summer 2016 Market Update
RDM FinancialChief Market Strategist, Senior VPMay 2008 to Nov 2015
Spencer Clarke LLCChief Market StrategistJan 2000 to Jan 2008
Williams CapitalAssistant Vice President, Capital MarketsJan 1995 to Jan 1999
Bank of Tokyo Ltd.Equity Research and Asset Liability Management and Money Market SalesJan 1988 to Jan 1995

Education

Vassar College

BA, ECONOMICS

1984 1988

Others at Washington Trust Advisors, Inc. (7)

NameRoleLocation
Daniel LeBeau
Daniel LeBeau
Senior Investment Research AnalystWesterly, RI , United States
Jeremy Lombardi
Jeremy Lombardi
Wealth Investment AssociateRI , United States
P
Peter Phillips
Senior Vice President & Chief Investment OfficerNorth Kingstown, RI , United States
Susan Kelly
Susan Kelly
VP, Senior Investment Research AnalystMA , United States
J
Joshua Chao
Vice President, Senior Investment Research AnalystBoston, MA , United States
Laura Ward
Laura Ward
Vice President and Portfolio ManagerRI , United States
Matt Blank
Matt Blank
Senior Portfolio ManagerProvidence, RI , United States

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