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About
Supreet Shah is an Investment Associate at SEPIO CAPITAL, LP, where he focuses on portfolio management and financial planning for high-net-worth individuals and institutional clients. He contributes to the firm's investment research and analysis, supporting the development of diversified investment strategies tailored to client objectives.
His expertise spans multiple asset classes, with a focus on equities, fixed income, and pooled investment vehicles, engaging in portfolio management for individuals, business clients, and institutional investors. Shah's previous experience includes a role as an Analyst at Berenberg Capital Markets, where he gained valuable experience in equity research and market analysis, further strengthening his analytical capabilities.
Supreet Shah earned his Bachelor of Science in Business Administration and Management from the University of California, Berkeley, Haas School of Business. He holds the Series 63 and Series 65 licenses, affirming his professional qualifications in investment advisory and portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sepio Capital | Investment Associate | Jan 2023 to Present | — |
| Sepio Capital | Investment Analyst | Feb 2021 to Present | — |
| Berenberg Capital Markets | Analyst | Jun 2020 to Feb 2021 | Small and Mid Cap Equities |
| BNP Paribas | Sales and Trading Summer Analyst | May 2019 to Aug 2019 | Loan Syndicate Equity Derivatives |
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science - BS, Business Administration and Management, General
2018 — 2020
University of California, Berkeley
2016 — 2020
Skills & Expertise
Others at Sepio Capital, LP (8)
| Name | Role | Location |
|---|---|---|
 | Investment Associate | Provo, UT , United States |
 | Investment Analyst | Salt Lake City, UT , United States |
 | Investment Analyst | Provo, UT , United States |
 | Associate | San Francisco, CA , United States |
H Hyuksun Kwon | Investment Analyst | Salt Lake City, UT , United States |
 | Investment Associate | United States |
 | Associate | Salt Lake City, UT , United States |
 | Analyst | Thousand Oaks, CA , United States |
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B Brian Goncalves | Senior Associate | Jordan Park Group LLC | Beverly, MA , United States |
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D Devangi Thakkar | Vice President, Investment Performance and Reporting Manager | Sentinel Trust Co. Lba | Houston, TX , United States |
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