- Cross-border wealth experience
30+ yrs
Cross-border wealth experience
- Leading Caleo Capital USA
4 yrs
Leading Caleo Capital USA
- Countries licensed (U.S. and South Africa)
2
Countries licensed (U.S. and South Africa)
- Stellenbosch University
MBA
Stellenbosch University
About.
Sheldon is CEO and President of Caleo Capital USA, a South African-established wealth advisory firm in the United States built for foreign nationals and globally mobile families from South Africa, Europe, Australia and beyond. As a dual-licensed international wealth advisor based in Ponte Vedra Beach, Florida, he helps global families and entrepreneurs protect, structure and grow wealth across jurisdictions.
With more than 30 years of cross-border experience and licensing in both the U.S. and South Africa, Sheldon brings international structuring, estate and trust strategy, global tax awareness and institutional-grade asset management together into one advisory approach. His team works with cross-border legal, tax and structuring professionals so clients can preserve, grow and transfer wealth with clarity, compliance and continuity.
Track record.
- CEO and President of Caleo Capital USA since August 2022
- Elected to the Board of Governors of the South African Institute of Financial Markets in 2018
- More than two decades in private wealth at Nedbank Private Wealth and RMB Private Bank, including Regional Manager from 2016 to 2021
- Two-time winner of Nedbank's Natural Born Winners award (2005 and 2013)
- Holds U.S. Series 65, Series 63 and SIE credentials alongside an MBA from Stellenbosch University and a CFP from the University of the Free State
Experience.
CEO & President
Caleo Capital USA
2022 to Present
Leads a cross-border wealth advisory firm for globally mobile families in the U.S.
Elected to Board of Governors
South African Institute of Financial Markets
2018 to Present
Executive Partner
Caleo Capital
2021 to 2022
Regional Manager
Nedbank Private Wealth South Africa
2016 to 2021 · Sandton
Investment Banker & Team Manager: Wealth Management
Nedbank Private Wealth
2003 to 2015 · Sandton
Integrated international private client wealth management
Wealth Management: Investment Specialist & Private Banking
RMB Private Bank
1997 to 2003
Securities Trader: Stockbroking & Portfolio Management
TA Securities
1995 to 1998
Stockbroker
What you can ask Sheldon about.
- Cross border financial planning for internationally mobile families
- Multi family office coordination of tax, legal, trust and estate planning
- Investment management, banking and lending relationships
Education.
Stellenbosch University
Master of Business Administration (M.B.A.), International Finance, Business in Africa & Portfolio Management
Thomas Jefferson School of Law
H Dip Tax
University of Cape Town
Hons, Corporate Leadership
University of Johannesburg
Hons, Investments and Securities (Portfolio Management)
Nobody builds alone.
Send Sheldon one specific question. It goes straight to their inbox.