Bhadresh Shah is a Senior Portfolio Manager and Senior VP- Wealth Management at UBS Wealth Management, with a impressive track record for organizing, managing, and growing accumulated wealth. He specializes in customized portfolio and investment management, concentrated stock risk and monetization management, pre-liquidity event taxation planning, tax-effective hedging and diversification strategies, customized commercial lending, brokerage, banking and credit services, and trust, estate, and legacy planning. His areas of focus revolve around catering to entrepreneurs, business owners, and corporate executives, who form the bulk of his clientele.

Before joining UBS, Bhadresh Shah served as Senior VP - Wealth Management at Merrill Lynch, where he amassed a wealth of experience in financial advisory services. Prior to that, he held the position of Portfolio Manager PIA Program at Merrill Lynch, where he developed expertise within the wealth management industry.

Bhadresh Shah has a vast network of professional, business, and social associations that enable him to provide his clients with customized investment solutions that are specially tailored to their needs. He has worked with several premier research groups, market strategists, analysts, portfolio managers, trading desks, international wealth management and private banking services, as well as several expertize offered by boutique alternative investment entities, private equity firms, and money managers.

Registered in several states across the US, including AZ, CA, CO, FL, GA, HI, MT, NC, NJ, NY, PA, TX, and WA, Bhadresh Shah is open to working with clients from different regions.