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
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
PM
Prtima MISHRA1
Software Engineer
PA TEST
NC
Najib Canaan
Chief Executive Officer
Kingswood Group