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