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 7 work roles 2 schools
1 work email found @yahoo.co.in LinkedIn matched
✓ Verified July 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
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 with 483 employees, based in New York City Metropolitan Area, 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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7 roles · 19 years

Chintan Shukla, Cfa work experience

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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 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

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 →

CI Cindy Insero Cindy Insero Colleague at Marshall & Sterling Wealth ManagementLatham, New York, United States View → PW Pamela White Pamela White Colleague at Marshall & Sterling Wealth ManagementPoughkeepsie, New York, United States View → HB Heather Boyea Heather Boyea Colleague at Marshall & Sterling Wealth ManagementSchenectady, New York, United States View → RS Robert Schatz Robert Schatz Colleague at Marshall & Sterling Wealth ManagementCheshire, Connecticut, United States View → MC Maria Cruz Maria Cruz Colleague at Marshall & Sterling Wealth ManagementMiddletown, New York, United States View → AG Andrew Garcia Andrew Garcia Colleague at Marshall & Sterling Wealth ManagementHighland, New York, United States View → JN Jim Normile Jim Normile Colleague at Marshall & Sterling Wealth ManagementCarmel, New York, United States View → BM Barbara Monte Barbara Monte Colleague at Marshall & Sterling Wealth ManagementMilford, Pennsylvania, United States View → JB Jordan Belmonte Jordan Belmonte Colleague at Marshall & Sterling Wealth ManagementNew York City Metropolitan Area, United States View → LS Lorna Schipp Lorna Schipp Colleague at Marshall & Sterling Wealth ManagementPleasant Valley, New York, 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 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 Cindy Insero, Pamela White, Heather Boyea, Robert Schatz, and Maria Cruz.

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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