Sagar Shah
Portfolio Manager-Equities at Corient Private Wealth LLC
Network origin in Sagar Shah first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
32
| Subsidiary | Investment Managers | 32 |
The College of New Jersey
19
| College/University | Other Consumer Services | 19 |
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.
12
| Extinct | Investment Managers | 12 |
Rutgers Business School
12
| College/University | Other Consumer Services | 12 |
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.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Sagar Shah via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| JOHNSON & JOHNSON | Pharmaceuticals: Major | Corporate Officer/Principal Corporate Officer/Principal | |
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
SG Americas Securities LLC
 SG Americas Securities LLC Investment Banks/BrokersFinance SG Americas Securities LLC (SGAS) is the securities broker/dealer subsidiary of SG Americas Securities Holdings LLC, which in turn is owned by Société Générale SA (EPA: GLE) in France. Headquartered in New York City, SGAS offers capital markets and securities services for retail and institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| ZAIS GROUP HOLDINGS INC | Investment Managers | Corporate Officer/Principal | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
| University of Oxford | College/University | Doctorate Degree | |
The World Bank Group
 The World Bank Group SupranationalGovernment Promotes private investments in developing countries | Supranational | Corporate Officer/Principal | |
Leerink Partners LLC
 Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
Shenkman Capital Management, Inc.
 Shenkman Capital Management, Inc. Investment ManagersFinance Shenkman Capital Management, Inc. (Shenkman) is an independent SEC-registered investment advisor headquartered in New York City, with offices in Stamford, Connecticut; and London, UK. It was founded by Mark R. Shenkman in 1985. The firm provides investment advisory services to a wide variety of clients through multiple platforms, including separately managed accounts, private funds, mutual funds and UCITS. Shenkman is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Investment Managers | Analyst-Fixed Income | |
Fitch Ratings, Inc.
 Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity Analyst-Equity | |
CreditSights, Inc.
 CreditSights, Inc. Investment ManagersFinance CreditSights, Inc. is an independent investment research firm headquartered in New York City. The firm was co-founded by Paul Ciasullo, Reena Mithal, Glenn Reynolds and Peter Petas in 2000. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. CreditSights provides fundamental, in-depth credit research for buy-side decisionmakers, sell-side intermediaries and wealth managers and private banks globally. The firm actively covers more than 5,000 companies in North America, Europe, and Asia-Pacific representing over 56 countries. | Investment Managers | Corporate Officer/Principal | |
| University of Cambridge | College/University | Masters Business Admin | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
| DePaul University | College/University | Masters Business Admin Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Fairleigh Dickinson University | College/University | Director/Board Member Masters Business Admin Corporate Officer/Principal | |
| Florida International University | College/University | Undergraduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
Intercontinental Wealth Advisors LLC
 Intercontinental Wealth Advisors LLC Investment ManagersFinance Intercontinental Wealth Advisors LLC (Intercontinental) is an investment advisory firm headquartered in San Antonio, Texas. The firm was founded by John L. Kauth III and Isidoro Korngold in 1997 as Intercontinental Consultants LLC. In 2023, they became a subsidiary of Corient Private Wealth LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Intercontinental offers discretionary investment management services and financial planning to high-net-worth individuals and families, businesses, non-profit organizations, and foundations in the US and internationally. | Investment Managers | Chief Investment Officer Trading-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Baruch College | College/University | Masters Business Admin Undergraduate Degree | |
| Harvard Kennedy School of Government | College/University | Graduate Degree Graduate Degree | |
| University of Richmond | College/University | Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Dev Equity LLC
 Dev Equity LLC Investment ManagersFinance Dev Equity LLC (Dev Equity) is a private equity firm founded in 2005 by Forrest Metz. The firm is headquartered in Tucson, Arizona. | Investment Managers | Consultant / Advisor | |
| University of the Incarnate Word | College/University | Undergraduate Degree | |
Lockheed Martin Ventures
 Lockheed Martin Ventures Investment ManagersFinance Lockheed Martin Ventures (Lockheed Martin Ventures) is a venture capital subsidiary of Lockheed Martin Corp founded in 2007. The firm is headquartered in Bethesda, Maryland. | Investment Managers | Corporate Officer/Principal | |
The Carlyle Group LP (Global Private Equity)
 The Carlyle Group LP (Global Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor | |
37 Angels LLC
 37 Angels LLC Investment ManagersFinance 37 Angels LLC (37 Angels) is a venture capital firm founded in 2012 by Angela Lee. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Kilonova Capital LLC
 Kilonova Capital LLC Investment ManagersFinance Kilonova Capital LLC (Kilonova Capital) is a private equity firm founded in 2017 by Mark Watt. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
PennantPark Investment Advisers LLC
 PennantPark Investment Advisers LLC Investment ManagersFinance PennantPark Investment Advisers LLC (PennantPark) is a private equity firm founded in 2007 by Art Penn. The firm is headquartered in Miami, Florida with additional offices in New York, Chicago, Houston and Los Angeles. | Investment Managers | Private Equity Investor | |
San Antonio Symphony
 San Antonio Symphony Movies/EntertainmentConsumer Services San Antonio Symphony operates as symphony orchestra. The company is headquartered in San Antonio, TX. | Movies/Entertainment | Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Investment Managers | Portfolio Manager-Fixed Income | |
| Monmouth University | College/University | Graduate Degree | |
| Universidad Pontificia Catolica del Peru | College/University | Undergraduate Degree | |
| Universitat Pompeu Fabra | College/University | Graduate Degree | |
MKAM ETF LLC
 MKAM ETF LLC Investment ManagersFinance Part of Mulholland & Kuperstock Asset Management LLC, MKAM ETF LLC is a company that provides investment advice. The company is based in Las Vegas, NV. The company was founded by Mark Howard Kuperstock. | Investment Managers | Chief Investment Officer | |
| St. Joseph University | College/University | Undergraduate Degree |
Statistics
International
| United States | 43 |
| United Kingdom | 3 |
| France | 2 |
| Peru | 2 |
| Spain | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 23 |
| Health Technology | 2 |
| Government | 2 |
Operational
| Undergraduate Degree | 66 |
| Portfolio Manager-Equities | 56 |
| Corporate Officer/Principal | 49 |
| Analyst-Equity | 33 |
| Masters Business Admin | 24 |
Most connected contacts
| Insiders | |
|---|---|
| Douglas Bottrell | 11 |
| Sana Fathima | 10 |
| Henry Lartigue | 9 |
| Ashish Mago | 9 |
| Jim Sonneborn | 8 |
| Chris Cordaro | 7 |
| Franklin Ruben | 7 |
| Asif Khaja | 6 |
| Thomas Smith | 6 |
| Kegeles Gregory | 6 |
| Steve Molino | 6 |
| Charlie Gofen | 6 |
| Jim Ciprich | 5 |
| Daniel Lepore | 5 |
| Mark Kogel | 5 |
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