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Christopher Shagawat

Christopher Shagawat

Senior Vice President, Portfolio Manager at Beacon Investment Advisory Services, Inc.

Clifton, NJ , United States

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

OrganizationRoleDate RangeDetails
Beacon TrustSenior Vice President, Portfolio ManagerApr 2015 to Present
Acertus Capital ManagementAnalyst, Investment StrategyFeb 2012 to Mar 2015
The MDE Group, IncAnalyst, Investment StrategyJul 2011 to Mar 2015

Education

Rutgers, The State University of New Jersey-New Brunswick

B.S., Finance

2007 2011

Skills & Expertise

Investments
Financial Modeling
Analysis
Business Strategy
Equities
Asset Based Lending
Corporate Finance

Others at Beacon Investment Advisory Services, Inc. (8)

NameRoleLocation
Christopher Perrine
Christopher Perrine
Portfolio ManagerMorristown, NJ , United States
Diane Allard
Diane Allard
Vice President, Portfolio ManagerUnited States
Lee Delaporte
Lee Delaporte
Senior Portfolio ManagerJersey City, NJ , United States
Maria Di Zio
Maria Di Zio
Portfolio Manager and Vice PresidentNew Providence, NJ , United States
Matthew Kelly
Matthew Kelly
Portfolio ManagerUnited States
D
Diane Radossich
Portfolio ManagerWashington Township, NJ , United States
John Corcoran
John Corcoran
Portfolio Manager, Registered Investment AdvisorNY , United States
Kevin Ryan
Kevin Ryan
Investment AnalystNew York, NY , United States

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