Sam Shehu
Managing Principal at Shehu Asset Management, LLC | Southbury, Connecticut, United States
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Sam Shehu serves as the Managing Principal at Shehu Asset Management, LLC, where he leverages his extensive experience in the investment management industry to deliver tailored financial solutions for clients. With a strong foundation in both fundamental and quantitative analysis, Sam has honed his expertise in discovering absolute return strategies that align with the unique financial goals of his clients. His role involves the meticulous construction of customized portfolios, utilizing a diverse array of investment vehicles, including equities, ETFs, fixed income, and derivatives.
At Shehu Asset Management, Sam is actively engaged in developing and managing discretionary model portfolios, which he has meticulously crafted through rigorous modeling and back-testing processes. This analytical approach enables him to navigate the complexities of economic and capital markets, ensuring that his clients benefit from informed asset allocation decisions. His commitment to continuous improvement is evident in his use of advanced business intelligence tools, which enhance the decision-making process and provide deeper insights into market trends.
Sam’s proficiency in technical analysis, hedging strategies, and valuation techniques further solidifies his reputation as a knowledgeable leader in the financial services sector. By combining his analytical skills with a keen understanding of market dynamics, he effectively guides clients through the intricacies of investment management, fostering long-term relationships built on trust and performance. As a registered investment advisor, Sam remains dedicated to empowering clients to achieve their financial aspirations through innovative and strategic investment solutions.
Managing Principal at Shehu Asset Management, LLC in October 2020 to Present
Financial Advisor at LPL Financial in February 2019 to October 2020
Financial Advisor at Wells Fargo Advisors in August 2014 to February 2019
Operations Analyst at ING Investment Management in October 2007 to May 2009
Private Equity Investor at Private equity investor in October 2002 to October 2007
Financial Advisor at Prudential Securities in November 2000 to October 2002
Financial Advisor at Morgan Stanley in October 1995 to November 2000
Associate Investment Analyst at Lew Lieberbaum and Company, LLP in July 1993 to October 1995
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Bentley University, BS, September 1989 to September 1993
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Data Entry
Communication
High Level Of Accuracy
Multitasking
Computer Literacy
Microsoft Office
Attention to Detail
Financial Services
Financial Planning
Business Development
Investment Advisory
Customer Relationship Management (CRM)
Investment Management
Analytical Skills
Financial Analysis
Bonds
Risk Management
Microsoft Excel
Investments
Trading
Portfolio Management
Options
Mutual Funds
Technical Analysis
Derivatives
Venture Capital
Financial Markets
Alternative Investments
Asset Allocation
Investment Strategies
Retirement Planning
Financial Advisory
Equities
Capital Markets
Hedging
Financial Modeling
Valuation
FX Options
Equity Derivatives
Portfolios
Retirement
Securities
Brokerage
Trading Systems
Bloomberg
VBA
Stocks
Metastock
Fund Of Funds
eSignal
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What is Sam Shehu email address?
Email Sam Shehu at [email protected], [email protected] and [email protected]. This email is the most updated Sam Shehu's email found in 2026.
What is Sam Shehu phone number?
Sam Shehu phone number is 860-368-6920 and 860-778-8309.
How to contact Sam Shehu?
To contact Sam Shehu send an email to [email protected], [email protected] or [email protected]. If you want to call Sam Shehu try calling on 860-368-6920 and 860-778-8309. (updated on December 23, 2024)
What company does Sam Shehu work for?
Sam Shehu works for Shehu Asset Management, LLC
What is Sam Shehu's role at Shehu Asset Management, LLC?
Sam Shehu is Managing Principal
What industry does Sam Shehu work in?
Sam Shehu works in the Financial Services industry.
Sam Shehu Email Addresses
Sam Shehu Phone Numbers
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