Vice President and Senior Portfolio Manager
Michael Sheldon, CFA®, CFP® is Vice President and Senior Portfolio Manager for Washington Trust Wealth Management. He is based in the New Haven office and responsible for managing investments for high-net-worth individuals, families, retirement plans and non-profit entities. Michael also shares responsibility for equity and fixed income research, trade execution and client portfolio reviews. He is a voting member of the Investment Committee and the Equity Committee of Washington Trust Advisors, Inc., the Registered Investment Advisor for Washington Trust Wealth Management.
Michael is dedicated to collaborating with individual clients to help them achieve their unique long-term investment goals. He has over three decades of experience in the wealth and asset management industry, evaluating global market trends and economic data, performing thorough research on public and private investments, providing timely market updates, and constructing sophisticated multi-asset portfolios. Earlier in his career, Michael served as chief market strategist for a New York City-based brokerage firm.
Michael's insights have been featured by leading business news organizations including Bloomberg, CNBC, The Wall Street Journal, and Barron's.
Michael earned a Bachelor of Arts in economics from Vassar College. He is a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER®.
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