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Bhadresh Shah, CIMA, CEPA
Finance Professional
Bhadresh Shah is a Senior Portfolio Manager and Senior Vice President in Wealth Management at UBS Wealth Management. He holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association, which he obtained in March 2005. Additionally, he is a Certified Estate Planning Advisor (CEPA) and is licensed to operate in multiple states across the United States.
His professional background includes extensive experience in investment management, where he focuses on providing financial advisory services and portfolio management to clients. Bhadresh is fluent in English, Gujarati, and Hindi, enabling him to communicate effectively with a diverse clientele.1
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Experience
UBS Wealth Management
Previously at Merrill Lynch
Location
Pasadena, California, United States
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