Mr. Shah is a Senior Investment Advisor at Lynx Investment Advisory. He has over 40 years of experience in financial services and investment management for high net worthindividuals, helping clients plan for retirement and meet their estate planning objectives. He started his investment career with John Hancock before starting his own money management firm 25 years ago.
Mr. Shah was actively involved in Indian community work in Cleveland, Ohio before moving to the Washington, DC area. He has a master’s degree in financial services and holds the Chartered Financial (ChFC) and Chartered Life Underwriter(CLU) Certifications. Mr. Shah also has a degree in Electrical Engineering from a University in India and worked in production management for about 15 years before moving into financial services.
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