New York, New York, United States
Mr. Shah is currently a Sr. Director of Investments at Corient Private Wealth, a $500B+ AUM RIA. He is a member of the Investment Team and is actively engaged in multi-asset class research and client relationship management. He is also a key voice and thought leader for the firm, educating clients and advisors about the firm’s market and macroeconomic views via webinars, thought leadership pieces, and investment outlooks. Mr. Shah is also the former Equity Portfolio Manager of the Livian Equity Opportunity Fund. He performed deep bottom-up equity analysis, practicing value investing (defined as investing in companies trading under their intrinsic value). Through his analytical framework, he successfully ran a long-only strategy producing significant alpha, net of fees. He has experience using Bloomberg, Excel, Morningstar, and YCharts for research and data analysis. He holds an MBA in Finance and is a CFA Charterholder. His interests include ice hockey, asking "Why", & writing about purpose & clarity (see below for his blog link).