After spending nearly two decades in relationship and asset management, Nandan believes that behavioral biases and overwhelming complexity are at the root of poor investment decisions. He has found that achieving financial outcomes has less to do with security selection and market timing and more to do with portfolio strategy and risk management grounded in sound macro, socio-economic insight combined with dynamic analytics that informs proper investment implementation and ongoing management. Nandan has worked with multibillion dollar institutional clients and individuals alike, helping them to assess the global investment landscape and economic environment to determine asset allocations
Nandan Shah
Founding Partner, Portfolio Strategy & Risk Manager
Cura Wealth Partners
United States, Illinois, Chicago
About Me
Profile Information
Founding Partner, Portfolio Strategy & Risk Manager
Cura Wealth Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Jan 23, 2025
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc