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Christopher Shagawat
Senior Vice President, Portfolio Manager at Beacon Investment Advisory Services, Inc.
About
Christopher Shagawat, CFA, is Senior Vice President and Portfolio Manager at Beacon Trust in Morristown, NJ, where he leads the development and implementation of customized investment strategies for client portfolios. He works directly with the senior portfolio management team, providing in-depth portfolio analysis, performance attribution, and supporting the overall management of Beacon’s diversified multi-asset strategies, including significant allocations across equities, fixed income, and alternative investments.
Shagawat’s investment focus is particularly on U.S. equity and hedged strategies, managing portfolios that are broadly diversified by sector and asset class to optimize risk-adjusted returns. His responsibilities involve asset allocation, security selection, and ongoing risk management for both institutional and high-net-worth individual clients, leveraging both bottom-up and top-down analytical frameworks to deliver consistent results.
With over a decade in the investment industry, Shagawat began his career at The MDE Group and its successor Acertus Capital Management as an Analyst, where he specialized in investment strategy and portfolio analytics. He holds a Bachelor of Science in Finance, graduating summa cum laude from Rutgers, The State University of New Jersey-New Brunswick, and is a Chartered Financial Analyst (CFA) charterholder, reflecting his strong analytical expertise and commitment to industry best practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Beacon Trust | Senior Vice President, Portfolio Manager | Apr 2015 to Present | — |
| Acertus Capital Management | Analyst, Investment Strategy | Feb 2012 to Mar 2015 | — |
| The MDE Group, Inc | Analyst, Investment Strategy | Jul 2011 to Mar 2015 | — |
Education
Rutgers, The State University of New Jersey-New Brunswick
B.S., Finance
2007 — 2011
Skills & Expertise
Others at Beacon Investment Advisory Services, Inc. (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Morristown, NJ , United States | |
| Vice President, Portfolio Manager | United States | |
| Senior Portfolio Manager | Jersey City, NJ , United States | |
| Portfolio Manager and Vice President | New Providence, NJ , United States | |
| Portfolio Manager | United States | |
D Diane Radossich | Portfolio Manager | Washington Township, NJ , United States |
| Portfolio Manager, Registered Investment Advisor | NY , United States | |
| Investment Analyst | New York, NY , United States |
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