49 Financial
Manav Shah is an experienced finance professional currently serving as a Portfolio Manager at Opal Capital since August 2024, where responsibilities include co-managing the Opal Dividend Income ETF (DIVZ) and providing outsourced chief investment officer (OCIO) services to registered investment advisors (RIAs), including 49 Financial. Previously, Manav held the position of Portfolio Manager at 49 Financial starting in April 2022 and worked as a Portfolio Manager at Strategic Wealth Partners from July 2021 to March 2022. Prior experience includes serving as an Equity Analyst at Robertson Opportunity Capital, a hedge fund known for its 28-year track record of outperformance, from March 2019 to December 2020. Manav earned a Bachelor of Business Administration in Finance from the SMU Cox School of Business between 2015 and 2019.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.