Virag G. Shah
Virag’s favorite quote:
“ Life is 10% what happens to you and 90% how you react to it.”

Virag G. Shah, CFAⓇ

PORTFOLIO STRATEGIST


DUTIES

Virag Shah is a Chartered Financial Analyst (CFA®) with seven years’ experience. He manages client portfolios and plays an integral role on the investment research team at Van Leeuwen & Company.

ABOUT

Virag holds an MBA from the K.S. School of Business Management in India where he also received his undergraduate degree in Business Administration. He holds his Series 7 registration with LPL Financial and Series 66 registration with LPL Financial and Van Leeuwen & Company. He is also a member of both the CFA Society New York and The CFA Institute and is a CFA charterholder.

PASTIMES

He lives in Lawrenceville with his wife.

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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Disclaimer: Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services offered through Van Leeuwen & Company, a registered investment advisor not affiliated with LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, HI, ID, IL, MA, MD, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA and WI. Go here to read entire disclaimer.