Chintan Shukla, CFA

Chintan Shukla, CFA

Analyst

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location of Chintan Shukla, CFANew York City Metropolitan Area

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  • Timeline

  • About me

    Portfolio Manager at Marshall & Sterling Wealth Advisors

  • Education

    • Gujarat University

      -
      Bachelor's degree Accounting
    • State University of New York at Buffalo

      2006 - 2008
      MBA Finance

      Activities and Societies: University at Buffalo Accounting Association, Financial Management Association

  • Experience

    • HSBC

      Mar 2004 - Jun 2006
      Analyst
    • HSBC Bank USA

      Jun 2007 - Dec 2007
      Finance Intern
    • Goldfarb Financial

      Jan 2008 - Jan 2019
      Portfolio Manager, Goldfarb Financial
    • 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

    • 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

  • Licenses & Certifications

    • Machine Learning for Investment Professionals

      CFA Institute
      Mar 2025
      View certificate certificate
    • Mitigating Biases in the Data Science Pipeline for Investment Professionals

      CFA Institute
      Jul 2025
      View certificate certificate
    • Data Science for Investment Professionals Certificate

      CFA Institute
      Jul 2025
      View certificate certificate
    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate
    • Natural Language Processing for Investment Professionals

      CFA Institute
      May 2025
      View certificate certificate
    • Chartered Financial Analyst

      CFA Institute
      View certificate certificate
    • Statistics for Machine Learning for Investment Professionals

      CFA Institute
      Dec 2024
      View certificate certificate