Profil
Mr. Hiren Shah is a Manager of Portfolio Management at Condor Capital Management.
He is responsible for rebalancing and trading all client portfolios.
His other responsibilities include keeping the firm in compliance with the Global Investment Performance Standards (GIPS®) and completing annual surprise custody examinations conducted by an independent public accountant.
He also oversees the Portfolio Administration department to ensure accurate reconciliation and reporting of client accounts.
Furthermore, he is part of Condor’s investment committee, where he analyzes and presents research on securities for the company’s portfolio.
He received his undergraduate degree from Rutgers State University of New Jersey.
He is Series 65 certified and also attained the Certified Investment Management Analyst® certification in May of 2019 to better provide investment and portfolio management insights for clients.
Postes actifs de Hiren Shah
| Sociétés | Poste | Début |
|---|---|---|
Condor Capital Management
 Condor Capital Management Investment ManagersFinance Condor Capital Management, dba Condor Capital Wealth Management (Condor Capital), is an employee-owned, SEC-registered investment advisor headquartered in Martinsville, New Jersey. The firm was founded by Kenneth Schapiro in 1988. Condor Capital provides discretionary and/or non-discretionary investment advisory services on a fee-only basis to individuals, business entities, trusts, pension and profit-sharing plans, estates and charitable organizations. | Analyst-Equity | 01/05/2011 |
Formation de Hiren Shah
| Rutgers State University of New Jersey | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Condor Capital Management
Condor Capital Management Investment ManagersFinance Condor Capital Management, dba Condor Capital Wealth Management (Condor Capital), is an employee-owned, SEC-registered investment advisor headquartered in Martinsville, New Jersey. The firm was founded by Kenneth Schapiro in 1988. Condor Capital provides discretionary and/or non-discretionary investment advisory services on a fee-only basis to individuals, business entities, trusts, pension and profit-sharing plans, estates and charitable organizations. | Finance |
