Chintan Shukla, Cfa
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Chintan Shukla, Cfa Email & Phone Number

Portfolio Manager at Marshall & Sterling Wealth Management
Location: New York City Metropolitan Area, United States, United States 7 work roles 2 schools
1 work email found @yahoo.co.in LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@yahoo.co.in
LinkedIn Profile matched
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Current company
Marshall & Sterling Wealth Management
Role
Portfolio Manager
Location
New York City Metropolitan Area, United States, United States
Company size
483 employees

Who is Chintan Shukla, Cfa? Overview

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Quick answer

Chintan Shukla, Cfa is listed as Portfolio Manager at Marshall & Sterling Wealth Management, a company with 483 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at yahoo.co.in and a matched LinkedIn profile for Chintan Shukla, Cfa.

Chintan Shukla, Cfa previously worked as Portfolio Manager at Marshall+Sterling and Portfolio Manager, Goldfarb Financial at Goldfarb Financial. Chintan Shukla, Cfa holds Mba, Finance from State University Of New York At Buffalo.

Company email context

Email format at Marshall & Sterling Wealth Management

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*@yahoo.co.in
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AeroLeads found 1 current-domain work email signal for Chintan Shukla, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Chintan Shukla, Cfa

I am responsible for providing oversight and direction on all investments and portfolios as well as day-to-day administration of trading and managing of investments. As Chair of the firm’s investment committee, I provide economic insight and thought leadership to help guide the direction of asset allocation decisions.

Listed skills include Investment Management, Equities, Financial Modeling, Portfolio Management, and 12 others.

Current workplace

Chintan Shukla, Cfa's current company

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Marshall & Sterling Wealth Management
Marshall & Sterling Wealth Management
Portfolio Manager
New York, NY, US
Website
marshallsterling.com
Employees
483
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Company profile
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7 roles · 18 years

Chintan Shukla, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Marshall & Sterling Wealth Management

New York, NY, US

Portfolio Manager

Current
Marshall & Sterling Wealth Management

Greater New York City Area

  • I am responsible for providing oversight and direction on all investments and portfolios as well as day-to-day administration of trading and managing of investments. As Chair of the firm’s investment committee, I.
  • For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.
  • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do.
May 2019 - Present

Portfolio Manager, Goldfarb Financial

Goldfarb Financial

295 Main St, Suite 914, Buffalo, NY 14203

2008 - 2019 ~11 yrs

Equity Research Intern

Fox-Pitt, Kelton

Coverage of Commercial REIT sector, Writing Research Report - Balance sheet and capital structure, investment risks and investment outlook

Jul 2008 - Sep 2008

Analyst

Hsbc
Mar 2004 - Jun 2006
Team & coworkers

Colleagues at Marshall & Sterling Wealth Management

Other employees you can reach at marshallsterling.com. View company contacts for 483 employees →

AP Ayisha Petersen Ayisha Petersen Colleague at Marshall & Sterling Wealth ManagementUS Virgin Islands, Virgin Islands, U.S. View → HR Hithvik Rithvik Hithvik Rithvik Colleague at Marshall & Sterling Wealth ManagementHyderabad, Telangana, India, India View → DS Dave Shantz Dave Shantz Colleague at Marshall & Sterling Wealth ManagementGreenfield Center, New York, United States, United States View → JM Jeanne Maloy Jeanne Maloy Colleague at Marshall & Sterling Wealth ManagementAlbany, New York Metropolitan Area, United States View → KR Kassandra Rojas Kassandra Rojas Colleague at Marshall & Sterling Wealth ManagementSchenectady, New York, United States, United States View → JD Jessica Doskocz Jessica Doskocz Colleague at Marshall & Sterling Wealth ManagementTannersville, New York, United States, United States View → JN Jodi Nobile Jodi Nobile Colleague at Marshall & Sterling Wealth ManagementSchenectady, New York, United States, United States View → KS Kara Struffolino Kara Struffolino Colleague at Marshall & Sterling Wealth ManagementSchenectady, New York, United States, United States View → MS Matt Schuette Matt Schuette Colleague at Marshall & Sterling Wealth ManagementSaratoga Springs, New York, United States, United States View → WG Wm Garrett Mccann Cpia Wm Garrett Mccann Cpia Colleague at Marshall & Sterling Wealth ManagementSaratoga County, New York, United States, United States View →
2 education records

Chintan Shukla, Cfa education

FAQ

Frequently asked questions about Chintan Shukla, Cfa

Quick answers generated from the profile data available on this page.

What company does Chintan Shukla, Cfa work for?

Chintan Shukla, Cfa works for Marshall & Sterling Wealth Management.

What is Chintan Shukla, Cfa's role at Marshall & Sterling Wealth Management?

Chintan Shukla, Cfa is listed as Portfolio Manager at Marshall & Sterling Wealth Management.

What is Chintan Shukla, Cfa's email address?

AeroLeads has found 1 work email signal at @yahoo.co.in for Chintan Shukla, Cfa at Marshall & Sterling Wealth Management.

Where is Chintan Shukla, Cfa based?

Chintan Shukla, Cfa is based in New York City Metropolitan Area, United States, United States while working with Marshall & Sterling Wealth Management.

What companies has Chintan Shukla, Cfa worked for?

Chintan Shukla, Cfa has worked for Marshall & Sterling Wealth Management, Marshall+Sterling, Goldfarb Financial, Fox-Pitt, Kelton, and Hsbc Bank Usa.

Who are Chintan Shukla, Cfa's colleagues at Marshall & Sterling Wealth Management?

Chintan Shukla, Cfa's colleagues at Marshall & Sterling Wealth Management include Ayisha Petersen, Hithvik Rithvik, Dave Shantz, Jeanne Maloy, and Kassandra Rojas.

How can I contact Chintan Shukla, Cfa?

You can use AeroLeads to view verified contact signals for Chintan Shukla, Cfa at Marshall & Sterling Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Chintan Shukla, Cfa attend?

Chintan Shukla, Cfa holds Mba, Finance from State University Of New York At Buffalo.

What skills is Chintan Shukla, Cfa known for?

Chintan Shukla, Cfa is listed with skills including Investment Management, Equities, Financial Modeling, Portfolio Management, Investments, Equity Research, Finance, and Capital Markets.

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