Broker Check
Chintan Shukla, CFA

Chintan Shukla, CFA

Portfolio Manager

Favorite quote: You can observe a lot by just watching it.  –Yogi Berra

As the firm’s Portfolio Manager, Chintan is responsible for providing oversight and direction on all investments and portfolios. He is responsible for the day-to-day administration of trading and managing of investment portfolios.  This includes asset allocation, stock and fund selection.

As Chair of the firm’s investment committee, he provides economic insight and thought leadership to help guide the direction of asset allocation decisions.


He received an MBA from the University of Buffalo and is a Chartered Financial Analyst.  Chintan holds the Series 7 Registration with LPL Financial and the Series 66 Registration with LPL Financial and Marshall & Sterling Wealth Advisors.


Working in the financial industry since 2008, Chintan finds following the markets very interesting, as each day brings something fresh and new to consider. He enjoys using his knowledge and the evaluation process to support advisors in helping clients pursue their financial goals.

When not working, Chintan enjoys hiking, reading, and the movies. He also enjoys watching soccer, tennis and cricket.


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