Sagar Shah Mba

Sagar Shah, MBA, CFA, is currently serving as the Director-Investments at Corient since September 2021. Prior to this, from September 2017 to September 2021, they worked as an Equity Portfolio Manager and Managing Director at Livian & Co. - Investment and Wealth Management. Before that, from September 2014 to May 2017, they held the position of Senior Financial Analyst in Health Plan Pricing and Analysis at Express Scripts. Additionally, they have experience working as a Corporate Treasury Analyst at U.S. Bank from November 2012 to October 2013. Sagar also has intern experience in the finance industry, having worked as a Private Equity Intern at Edrich Capital, LLC. and as an Equity Research Intern at Laifer Capital in 2012.

Sagar Shah has an MBA in Finance from Rutgers Business School. Prior to that, they obtained a Bachelor of Science (BS) in Cell Biology and Biochemistry from The College of New Jersey. In addition, they are a Chartered Financial Analyst (CFA) Charterholder, which they obtained in August 2017 from the CFA Institute.