Jimi Bipin Shah
Jimi’s favorite quote:
“Never say never.” Charles Dickens

Jimi Bipin Shah

EQUITY RESEARCH ASSOCIATE


DUTIES

Mr. Shah has worked in the financial services industry for nearly four years. He began working with Van Leeuwen & Company as an Equity Research Intern during the summer of 2015 and has again joined the team in January 2016.

At Van Leeuwen & Company, Jimi works with an investment team that seeks opportunities within capital markets for the benefit of our clients. By staying abreast of industry news across various sectors and applying fundamental research, Jimi works to evaluate the markets based on trends thereby making investment strategies and solutions available to our clients.

ABOUT

Prior to joining Van Leeuwen & Company, Jimi worked as a Senior Financial Analyst with S&P Global Market Intelligence (formerly SNL Financial). There Jimi concentrated his efforts within the Metals & Mining industry focusing on many facets; led an expansion project upon firm acquisition, approved financial reports prior to dissemination and served as liaison between industry experts to develop and implement greater efficiencies for work flow processes.

Jimi is currently pursuing his CFA Level I Candidate; Chartered Financial Analyst (CFA) Program. Jimi’s professional association memberships include Net Impact, a global professional organization that is committed to tackling the world’s toughest social and environmental problems. Jimi serves as the Vice President of Finance for Fordham University’s chapter.

He has received his MBA in Finance and Information Systems at Fordham University, New York, Gabelli School of Business. Prior to coming to the U.S., Jimi received his MBA from L.J. Institute of Engineering and Technology and his undergraduate degree, BS in Zoology, from St. Xaviers College, Ahmedabad, India.

PASTIMES

Jimi lives in Lawrenceville, NJ. He enjoys cooking and playing cricket. During his down time, Jimi enjoys watching TV involving forensics and politics.

His favorite saying, originally recorded in the pages of Charles Dickens, is “Never Say Never”.

MANAGING DIRECTOR AND ADVISOR

Kenneth W. Van Leeuwen, CFP®
Managing Director/Advisor
Read Ken’s Bio

Jason D. Field
Financial Advisor
Read Jason’s Bio

INVESTMENT TEAM AND PLANNING

Virag G. Shah, CFA®
Portfolio Strategist
Read Virag’s Bio

Jimi Bipin Shah
Equity Research Associate
Read Jimi’s Bio

Donna L. Gavlick
Director of Para Planning Services
Read Donna’s Bio

CLIENT SERVICES

Judy DeFazio
Director of Administration
Executive Assistant to Kenneth Van Leeuwen
Read Judy’s Bio

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