Sheldon Halcrow

Sheldon Halcrow

CEO & President

For over 25 years, Sheldon has provided comprehensive wealth management services to high-net-worth South African families, particularly in the areas of investment advisory, estate planning, income tax planning and retirement planning. 

Sheldon started his career as a trader on the Johannesburg Stock Exchange. He then spent 5 years as an investment specialist at Rand Merchant Bank, a wholly owned subsidiary of FirstRand Limited.

In 2003 Sheldon joined Nedbank Private Wealth, an integrated banking, wealth advisory and investment management business to high-net-worth South African clients. Nedbank Private Wealth, a majority owned subsidiary of Nedbank Group, one of South Africa’s “big 5” banks, listed on the Johannesburg Stock Exchange. Sheldon was an investment manager and team manager. In 2016 he was appointed as regional manager. 

In 2020 Sheldon joined Caleo Capital South Africa. In 2021 he was appointed to head Caleo Capital North America LLC. Sheldon is licensed by FINRA- The Financial Industry Regulatory Authority USA and NASAA North American Securities Administrators Association.

Sheldon is one of the few advisors who holds juristic licensing for both South Africa and the USA, specializing in advising South African families who are planning on, or have emigrated to the USA.

In 2022, Sheldon and his wife Kirsten, and 3 children, Cassidy, Keenan and Chase relocated to Ponte Vedra, Florida, USA.

Licenses & Credentials

  • SERIES 65 UNIFORM INVESTMENT ADVISOR LAW EXAMINATION - North American Securities Administrators Association 2021  
  • CERTIFIED FINANCIAL PLANNER - Financial Planning Institute of South Africa 2006  
  • REGISTERED PERSONS: BONDS - South African Institute of Financial Markets 2003  
  • REGISTERED PERSONS: EQUITIES - South African Institute of Financial Markets 2003  
  • REGISTERED PERSONS: FUTURES - South African Institute of Financial Markets 2003 
  • REGISTERED SECURITIES TRADER - Johannesburg Stock Exchange 1998 

Education

  • HIGHER DIPLOMA TAX - Thomas Jefferson School of Law | San Diego California 2016  
  • MASTER OF BUSINESS MANAGEMENT & ADMINISTRATION (MBA) - University of Stellenbosch 2015  
  • BCOMM HONOURS: INVESTMENT MANAGEMENT - Rand Afrikaans University 2003
  • B COM (LAW), ECONOMICS, FINANCE AND LAW - University of Port Elizabeth 1995 

Affiliations

Sheldon was elected to the Board of Governors (SAIFM) in 2018. 

The South African Institute of Financial Markets (SAIFM) promotes professionalism and integrity among members and the financial markets as a whole.

Sheldon is a Professional and Academic member of the South African Chamber of Commerce in the USA.

Sheldon is a Member of the Institute Of Directors South Africa