Chintan Shukla, CFA

Experience

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  HSBC

  Mar 2004 - Jun 2006

  Analyst
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  HSBC Bank USA

  Jun 2007 - Dec 2007

  Finance Intern
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  Goldfarb Financial

  Jan 2008 - Jan 2019

  Portfolio Manager, Goldfarb Financial
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  Fox-Pitt, Kelton

  Jul 2008 - Sept 2008

  Equity Research Intern

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

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  Marshall & Sterling Wealth Management

  May 2019 - now

  Portfolio Manager

  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 Show less