Ashish Shah
Private Wealth Advisor @Syon Capital
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WORK HISTORY
Private Wealth Advisor @Syon Capital
Los Angeles, CA, US
Develop and implement cohesive investment plans, incorporating tax and estate planning strategies, for ultra-high net worth clients and family offices.• Oversee assets held at third party institutions with advanced internal reporting tools, enabling client’s to readily access, view and analyze their entire portfolio. • Provide investment guidance to non-profit organizations, endowments, and foundations, integrating their risk parameters to meet their financial objectives. • Manage cash balances for institutional clients to optimize passive income without taking on additional risk.• Syon Capital is multi-family office providing curated and holistic financial, tax, and estate strategies and family dynamic and legacy planning for a select client base.Advisory services offered through Syon Capital, an Investment Adviser registered with the U.S. Securities and Exchange Commission. Registration does not constitute an endorsement by the Commission, nor does it imply a certain level of skill or ability. The information on this social media site alone cannot and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Past performance is no indication of future results.
EDUCATION
University of California, Berkeley
BA, Economics
USC Marshall School of Business
MBA
University of California, Berkeley
BA, Environmental Science
SKILLS
ABOUT ASHISH SHAH
Proven Financial Advisor and Portfolio Manager with 17+ years of experience in developing and executing strategic financial objectives for key stakeholders. Deep expertise in producing and analyzing financial statements and industry trends in dynamic and fast-paced environments, distilling and communicating complex information to clients, relationship managers, and senior executives, making strategic recommendations that yield high ROI outcomes, and successfully leading team members to achieve key goals and client satisfaction.
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