Nainesh Shah, CFA
A keen interest in money management led him to take a position in New York City in 1994 with Sheer Asset Management, which merged with Roosevelt Investments in 2002. As a portfolio manager and senior investment committee member at the new company, he has acted as liaison between the investment, marketing, and sales teams, and communicated portfolio designs and options to outside advisors and investors. His contributions helped grow the AUM from $1B to $6B at its peak.
As a technology thought leader, he has generated fintech motifs such as mobile wallet and robo-advising. Two of his career highlights are the subscription-based Apple valuation, which has become gold standard on Wall Street, and a unique sum-of-the-parts model for Amazon, which added a deeper level to its valuation analysis.
His core principle is “If you manage for returns, you increase risk, but if you manage for risk, you increase returns.” This he applied in the 2000 Dot-com bust, 9/11, and the Great Recession.
A Chartered Financial Analyst, Nainesh is also a member of the CFA Society NY. He has presented to several hundred audiences of financial advisors and non-profits on macroeconomic conditions, capital markets, portfolio construction, and risk management. Barron’s and Businessweek have quoted his insights into some of these topics.
Nainesh coaches people in financial need pro bono. Behavioral finance and AI are among his professional interests. His personal interests include practicing meditation, reading autobiographies, and running marathons. His wife is program coordinator for two non-profit senior centers, and their son and daughter are in college.
Evan Levine, ChFC
Evan began his career in the summer of 1988 as the very first intern for New York City’s #1 insurance agency, Mass Mutual Life. From 1988 to 2009, he provided insurance-based financial planning advice to investment bankers, attorneys, and business owners in NYC.
With a strong desire to provide a higher level of objectivity and transparency, he became independent in 2009 and started a fee-only, registered investment advisory firm offering wealth management and retirement income planning services, specifically aging baby boomers.
In 2019, Evan partnered with Nainesh Shah to form Complete Advisors LLC to help pre-retirees plan financially for what’s next in their lives. Born and raised in Whitestone, Queens, Evan currently lives on Long Island with his wife and two children. In his spare time he enjoys reading and playing golf and tennis.