Connect with Manav:

With his detail-oriented approach and analytical mindset, Manav Shah shines in his role as a Portfolio Manager & Research Analyst at Strategic Wealth Partners. Along with helping high net worth and institutional clients reach their financial goals, Manav focuses on customizing portfolios designed to outperform the markets.

As an equity analyst and trader for SWP’s core equity strategies, Manav conducts equity valuations across a variety of sectors and industry groups, and takes a bottom-up approach to fundamental security analysis. He is also part of the investment committee at Strategic Wealth Partners, where he focuses on the flagship equity strategies.

Manav graduated from Southern Methodist University in 2019 with a BBA in Finance, he is also a CFA level III candidate. Thanks to his dedication and drive, he was chosen for the prestigious honor of helping to manage a piece of the $2B SMU endowment. Before joining SWP, Manav worked as an equity analyst at Robertson Opportunity Capital a long/short hedge fund.

With an ambitious spirit and an in-depth understanding of financial markets, Manav finds the investment industry endlessly fascinating. Through his diverse background and youthful mindset, Manav is able to bring a fresh perspective to the table every day.

When he is not working, Manav enjoys traveling and watching football and basketball. He is close to his cultural roots in India, and makes it a priority to visit friends and family there whenever he can.

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