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Michael Sheldon
Vice President and Senior Portfolio Manager at Washington Trust Advisors, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Washington Trust Wealth Management | Vice President and Senior Portfolio Manager | Jun 2025 to Present | — |
| RDM Financial Group at Hightower | Executive Director and CIO | Oct 2016 to Jul 2025 | — |
| Northstar Wealth Partners | CIO | Dec 2015 to Aug 2016 | Summer 2016 Market Update |
| RDM Financial | Chief Market Strategist, Senior VP | May 2008 to Nov 2015 | — |
| Spencer Clarke LLC | Chief Market Strategist | Jan 2000 to Jan 2008 | — |
| Williams Capital | Assistant Vice President, Capital Markets | Jan 1995 to Jan 1999 | — |
| Bank of Tokyo Ltd. | Equity Research and Asset Liability Management and Money Market Sales | Jan 1988 to Jan 1995 | — |
Education
Vassar College
BA, ECONOMICS
1984 — 1988
Others at Washington Trust Advisors, Inc. (7)
| Name | Role | Location |
|---|---|---|
| Senior Investment Research Analyst | Westerly, RI , United States | |
| Wealth Investment Associate | RI , United States | |
P Peter Phillips | Senior Vice President & Chief Investment Officer | North Kingstown, RI , United States |
| VP, Senior Investment Research Analyst | MA , United States | |
J Joshua Chao | Vice President, Senior Investment Research Analyst | Boston, MA , United States |
| Vice President and Portfolio Manager | RI , United States | |
| Senior Portfolio Manager | Providence, RI , United States |
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