Ashish Shah Email & Phone Number
Private Wealth Advisor @ Syon Capital
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Ashish Shah Location
- Los Angeles, CA, US
Ashish Shah Work
- Private Wealth Advisor @ (April 2024 - Present)
- Advisory Board Member @ Healthy Vignettes (February 2025 - Present)
- Financial Advisor @ (April 2023 - April 2024)
- Portfolio Manager @ Oakhurst Capital Management (October 2020 - April 2023)
- Co-Portfolio Manager @ (September 2007 - October 2020)
- Vice President @ Financial Management Advisors (June 2005 - September 2007)
- Research and Strategic Planning Consultant @ (January 2002 - April 2003)
- Product Marketing Manager @ (April 2000 - June 2001)
- Equity Research Associate @ JPMorgan Chase & Co. (fka Hambrecht & Quist) (June 1998 - April 2000)
Ashish Shah Education
- University of Southern California - Marshall School of Business
MBA
2003-2005 - University of California, Berkeley
BA, Economics (Economics)
- University of California, Berkeley
Ashish Shah Skills
- Credit Risk Management
- Financial Analysis
- Loans
- Presentations
- Investment Strategies
- Cross-functional Team Leadership
- Financial Advisory
- Business Analysis
- Strategic Planning
- Financial Planning
- Financial Forecasting
- Sales Presentations
- Communication
- Writing
- Mutual Funds
- Asset Management
- Research
- Presentation Skills
- Business Strategy
- Team Management
- Client Services
- Finance
- Equity Research
- Analysis
- Financial Modeling
- Portfolio Management
- Due Diligence
- Product Marketing
- Investments
- Strategy
- Hedge Funds
- Fixed Income
- Alternative Investments
Ashish Shah Summary
- Ashish Shah, based in Los Angeles, CA, US, is currently a Private Wealth Advisor at Syon Capital. Ashish Shah brings experience from previous roles at Healthy Vignettes, Evoke Advisors, Oakhurst Capital Management and First Western Capital Management. Ashish Shah holds a 2003 - 2005 MBA @ University of Southern California - Marshall School of Business. With a robust skill set that includes Credit Risk Management, Financial Analysis, Loans, Presentations, Investment Strategies and more. Ashish Shah has 2 emails and 2 mobile phone numbers on RocketReach.
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