Chintan Shukla, Cfa

Chintan Shukla, Cfa Email and Phone Number

New York, NY, US
Chintan Shukla, Cfa's Location
New York City Metropolitan Area, United States
Chintan Shukla, Cfa's Contact Details

Chintan Shukla, Cfa work email

Chintan Shukla, Cfa personal email

n/a
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.

Chintan Shukla, Cfa's Current Company Details
Marshall & Sterling Wealth Management

Marshall & Sterling Wealth Management

View
Portfolio Manager
New York, NY, US
Employees:
483
Chintan Shukla, Cfa Work Experience Details
  • Marshall & Sterling Wealth Management
    Portfolio Manager
    Marshall & Sterling Wealth Management
    New York, Ny, Us
  • Marshall+Sterling
    Portfolio Manager
    Marshall+Sterling
    New York City Metropolitan Area
  • Marshall & Sterling Wealth Management
    Portfolio Manager
    Marshall & Sterling Wealth Management May 2019 - Present
    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 provide economic insight and thought leadership to help guide the direction of asset allocation decisions.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Marshall & Sterling Wealth Advisors, a registered investment advisor. Marshall & Sterling Wealth Advisors and Marshall & Sterling Wealth Management are separate entities from LPL Financial. • 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 business, please visit ms-wealth.com
  • Goldfarb Financial
    Portfolio Manager, Goldfarb Financial
    Goldfarb Financial 2008 - 2019
    295 Main St, Suite 914, Buffalo, Ny 14203
  • Fox-Pitt, Kelton
    Equity Research Intern
    Fox-Pitt, Kelton Jul 2008 - Sep 2008
    Coverage of Commercial REIT sector, Writing Research Report - Balance sheet and capital structure, investment risks and investment outlook
  • Hsbc Bank Usa
    Finance Intern
    Hsbc Bank Usa Jun 2007 - Dec 2007
  • Hsbc
    Analyst
    Hsbc Mar 2004 - Jun 2006

Chintan Shukla, Cfa Skills

Investment Management Equities Financial Modeling Portfolio Management Investments Equity Research Finance Capital Markets Investment Banking Fixed Income Valuation Financial Analysis Banking Analysis Analytics Financial Reporting

Chintan Shukla, Cfa Education Details

Frequently Asked Questions about Chintan Shukla, Cfa

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 the current company?

Chintan Shukla, Cfa's current role is Portfolio Manager.

What is Chintan Shukla, Cfa's email address?

Chintan Shukla, Cfa's email address is ra****@****o.co.in

What schools did Chintan Shukla, Cfa attend?

Chintan Shukla, Cfa attended State University Of New York At Buffalo, Gujarat University.

What skills is Chintan Shukla, Cfa known for?

Chintan Shukla, Cfa has skills like Investment Management, Equities, Financial Modeling, Portfolio Management, Investments, Equity Research, Finance, Capital Markets, Investment Banking, Fixed Income, Valuation, Financial Analysis.

Who are Chintan Shukla, Cfa's colleagues?

Chintan Shukla, Cfa's colleagues are Rachel Paradis, Vickie Clay, Angela Noto, Debbie Hyde, Pamela White, David J Teed, Cic, Marshall Grover.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.