Aash Shah
Portfolio Manager-Equities at Summit Global Investments LLC
Profile
Mr. Aash M.
Shah, CFA MBA, is a Senior Portfolio Manager at Summit Global Investments LLC.
He has more than three decades of investment management experience including 27 years as a portfolio manager.
Previously, Mr. Shah managed small, mid, and large cap funds for Federated Investors in both New York City and Pittsburgh.
He also managed private client portfolios for Key Bank in Denver prior to joining SGI.
He successfully utilized both quantitative and fundamental investment processes while managing portfolios.
He has a Bachelor’s degree from the University of Pittsburgh Swanson School of Engineering and an MBA in Finance and Accounting from the Tepper School at Carnegie Mellon University.
Aash Shah active positions
| Companies | Position | Start |
|---|---|---|
Summit Global Investments LLC
 Summit Global Investments LLC Investment ManagersFinance Summit Global Investments LLC (SGI) is a SEC-registered investment advisor headquartered in Bountiful, Utah. The firm was founded by David “Dave” Harden and Bryce Sutton in 2010 and is a subsidiary of Summit Global LLC. SGI’s investment advisory services are primarily limited to the discretionary management of investment portfolios for investment companies, institutional investors, pension and profit-sharing plans, trusts, corporate and business entities, and individual clients. | Portfolio Manager-Equities | 31/01/2017 |
Former positions of Aash Shah
| Companies | Position | End |
|---|---|---|
Federated Global Investment Management Corp.
 Federated Global Investment Management Corp. Investment ManagersFinance Federated Global Investment Management Corp. (FGIM) is a SEC-registered investment advisor and registered commodity pool operator headquartered in New York City. The firm was founded in 1995 and is also known as Federated Clover Investment Advisors. They are a wholly-owned subsidiary of FII Holdings, Inc., which is wholly-owned by Federated Hermes, Inc. (NYSE: FHI). FGIM is a multi-strategy investor that manages portfolios of equity and fixed-income investments for institutional and private clients. | Portfolio Manager-Equities | - |
Training of Aash Shah
| Carnegie Mellon University | Graduate Degree |
| University of Pittsburgh | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Summit Global Investments LLC
Summit Global Investments LLC Investment ManagersFinance Summit Global Investments LLC (SGI) is a SEC-registered investment advisor headquartered in Bountiful, Utah. The firm was founded by David “Dave” Harden and Bryce Sutton in 2010 and is a subsidiary of Summit Global LLC. SGI’s investment advisory services are primarily limited to the discretionary management of investment portfolios for investment companies, institutional investors, pension and profit-sharing plans, trusts, corporate and business entities, and individual clients. | Finance |
Federated Global Investment Management Corp.
Federated Global Investment Management Corp. Investment ManagersFinance Federated Global Investment Management Corp. (FGIM) is a SEC-registered investment advisor and registered commodity pool operator headquartered in New York City. The firm was founded in 1995 and is also known as Federated Clover Investment Advisors. They are a wholly-owned subsidiary of FII Holdings, Inc., which is wholly-owned by Federated Hermes, Inc. (NYSE: FHI). FGIM is a multi-strategy investor that manages portfolios of equity and fixed-income investments for institutional and private clients. | Finance |
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