Hiren Shah, CIMA®Rodrigo Escobar
Manager, Portfolio Management
Hiren joined the Condor Capital team as an intern in 2008 while attending Rutgers University in New Brunswick, NJ. After earning a Bachelor of Science degree in Finance through the Rutgers Business School and a Bachelor of Arts degree in Psychology through the School of Arts and Sciences, he started working full time at Condor. Throughout his internship, he saw the firm’s commitment to help every client and knew he wanted to stay on board.
Hiren is responsible for rebalancing and trading all client portfolios. His other responsibilities include keeping the firm in compliance with the Global Investment Performance Standards (GIPS®) and completing annual surprise custody examinations conducted by an independent public accountant. He also oversees the Portfolio Administration department to ensure accurate reconciliation and reporting of client accounts. Furthermore, he is part of Condor’s investment committee, where he analyzes and presents research on securities for the company’s portfolio. Hiren is Series 65 certified and also attained the Certified Investment Management Analyst® certification in May of 2019 to better provide investment and portfolio management insights for clients.
When Hiren is not in the office, he likes to get on the courts and play tennis with his friends.