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Sagar Shah
Portfolio Manager-Equities at Corient Private Wealth LLC
Profile
Sagar Kishor Shah is currently the Director of Investments at Corient Private Wealth LLC.
Prior to this, he worked as a Client Portfolio Manager at RegentAtlantic Capital LLC from 2021 to 2023 and as an Equity Portfolio Manager at Livian & Co. LLC from 2017 to 2021.
Mr. Shah received his undergraduate degree from The College of New Jersey in 2009 and his MBA from Rutgers Business School in 2012.
Sagar Shah active positions
Companies | Position | Start |
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Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Portfolio Manager-Equities | - |
Former positions of Sagar Shah
Companies | Position | End |
---|---|---|
RegentAtlantic Capital LLC
![]() RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Investment Committee Member | 30/03/2023 |
Livian & Co. LLC
![]() Livian & Co. LLC Investment ManagersFinance Livian & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael M. Livian in 2010. Livian & Co. provides investment consulting as well as discretionary portfolio management services. Their typical clients are high net worth investors with a liquid net worth between one and fifty million US dollars. | Analyst-Equity | 31/08/2021 |
Training of Sagar Shah
The College of New Jersey | Undergraduate Degree |
Rutgers Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Livian & Co. LLC
![]() Livian & Co. LLC Investment ManagersFinance Livian & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael M. Livian in 2010. Livian & Co. provides investment consulting as well as discretionary portfolio management services. Their typical clients are high net worth investors with a liquid net worth between one and fifty million US dollars. | Finance |
RegentAtlantic Capital LLC
![]() RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
Corient Private Wealth LLC
![]() Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Finance |
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