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Jeff Sheldon - Email & Phone Number

Chief Executive Officer at Cardinal Point Wealth Management & Cardinal Point Capital Management

Jeff Sheldon is based out of Boca Raton, Florida, United States and works at Cardinal Point Wealth Management & Cardinal Point Capital Management as Chief Executive Officer.

Jeff Sheldon's Contact Information

Jeff Sheldon's Work email
j*****@cardin***.com
Valid
Latest update
September 18, 2025
Location
Boca Raton, Florida, United States

Jeff's current employer

Cardinal Point Wealth Management & Cardinal Point Capital Management logo

Cardinal Point Wealth Management & Cardinal Point Capital Management

Description
YOUR CROSS-BORDER FINANCIAL ADVISOR We are dedicated to helping affluent families oversee their ongoing U.S., Canada and cross-border fin...
HQ Location
Toronto, Ontario, Canada
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Jeff Sheldon

What company is Jeff Sheldon working for?
Jeff Sheldon works for Cardinal Point Wealth Management & Cardinal Point Capital Management.
What is Jeff Sheldon's function at Cardinal Point Wealth Management & Cardinal Point Capital Management?
Jeff Sheldon is Chief Executive Officer at Cardinal Point Wealth Management & Cardinal Point Capital Management.
Where is Jeff Sheldon based?
Jeff Sheldon is based out of Boca Raton, Florida, United States.
What is Jeff Sheldon's work email address?
Jeff Sheldon's professional email address is j*****@cardin***.com
Who are Jeff Sheldon's co-workers?
Jeff Sheldon's colleagues are James Sheldon, Terry Ritchie, Kris Rossignoli, John McCord, Jennifer Strymecki, Karen Sim, Michael Hinterlong, Sandi Rossi, John Rice, Melanie Copeland, Chase Ritchie, Jeremy Kralt, Lucas Wennersten, Jared Navarro, Sally Taylor, Matt Carvalho, Jeff Adema, Nazia Rehman, Mary Daley, Emma He, Chris Rawles, Casey Sloan.
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Jeff's co-workers

James Sheldon avatar
James Sheldon
Chairman at Cardinal Point Capital Management and Cardinal Point Wealth Management
Terry Ritchie avatar
Terry Ritchie
VP, Private Wealth Manager, Partner
Kris Rossignoli avatar
Kris Rossignoli
Cross-Border Tax & Financial Planner
John McCord avatar
John McCord
Vice President, Private Wealth Manager
Jennifer Strymecki avatar
Jennifer Strymecki
Director, Financial Planning and Client Service
Karen Sim avatar
Karen Sim
Tax Manager with Cardinal Point Capital Management
Michael Hinterlong avatar
Michael Hinterlong
Portfolio Manager
Sandi Rossi avatar
Sandi Rossi
Senior Portfolio Manager
John Rice avatar
John Rice
Portfolio Manager at Cardinal Point Wealth Management and Cardinal Point Capital Management
Melanie Copeland avatar
Melanie Copeland
Client Relationship Specialist
Chase Ritchie avatar
Chase Ritchie
Client Relationship Specialist
Jeremy Kralt avatar
Jeremy Kralt
Client Relationship Specialist
Lucas Wennersten avatar
Lucas Wennersten
Private Wealth Manager
Jared Navarro avatar
Jared Navarro
Client Relationship Specialist
Sally Taylor avatar
Sally Taylor
Chief Operating Officer
Matt Carvalho avatar
Matt Carvalho
Chief Investment Officer
Jeff Adema avatar
Jeff Adema
Private Wealth Manager
Nazia Rehman avatar
Nazia Rehman
Trader
Mary Daley avatar
Mary Daley
Portfolio Manager
Emma He avatar
Emma He
Portfolio Manager
Chris Rawles avatar
Chris Rawles
Portfolio Manager
Casey Sloan avatar
Casey Sloan
Private Tax and Wealth Manager
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