Sheldon worked as a Certified Public Accountant (CPA) for more than 20 years, with eleven of those in public accounting and several more as an independent business owner. Having served as an independent controller and consultant for several small businesses, Sheldon handles the day-to-day financial aspects of business at Innovative Portfolios and its affiliated registered investment advisory firm and related businesses.

Sheldon received his Bachelor’s degree in Accounting from Indiana University School of Business in Bloomington, Indiana. He is a registered tax return preparer and a member of the Indiana CPA Society. His interests include work as a board member of the Jewish Federation of Greater Indianapolis and as a past president and board member of the Jewish Community Center of Indianapolis. Sheldon is also an avid weekend warrior basketball player.