V. J. SHAH & CO., INC.
148 LINDEN STREET, SUITE 203
WELLESLEY, MA 02482
Phone: (781) 237-6830 ††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††† ††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††† Fax: (781) 237-6832
Web Site:† vijayshah.com ††† †††† †††††††††††††††††††††††††††††††††††††††††† ††††††††††††††††††††††††††††††††††† ††Web Site: vjshah.com††††††††††††††† ††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††† ††††††††††Email: firstname.lastname@example.org
VIJAY J. SHAH
A native of Bombay, India, Vijay attended The Modern School and St. Xavierís College, both in Bombay, India. Mr. Shah arrived in America in 1958 and received his BS in 1962 and MS in 1965 from the Alfred P. Sloan School of the Massachusetts Institute of Technology and participated on the 45th Reunion Committee, 1962. His Masterís thesis, Deferred Pension or Profit Sharing, led naturally to a career in business and personal financial and estate planning. Mr. Shah is a brother of Pi Lambda Phi and is recognized by MITís William Barton Rogers Society as an annual donor.
Shortly after completing his studies at MIT, Vijay formed his own business, V. J. Shah & Co., Inc., incorporating in 1969. After nearly 40 years as his own broker-dealer, Vijay J. Shah became affiliated with the prestigious national independent brokerage firm LPL FINANCIAL, Member FINRA/SIPC, providing its clients with a complete range of investment products.
V. J. Shah & Co., Inc. has been a participant in several syndicates bringing out the public stock of converted Massachusetts banks. Mr. Shah has also invested in several venture capital partnerships, among them, ALTA III and ALTA IV, both managed by Burr, Egan & Deleage & Co. Over the years, Vijay has been an Angel investor in numerous organizations such as: Aspect Medical Systems, Inc.; and more recently Bridge Street Toys, and† LoraxAG, LLC (fka as Green Coal Advisors). Vijay has also been an investor in Searchlight Minerals Corp., Ireland Inc., and Sigma Labs.
Vijay Shah has been engaged in providing complete financial services to a high net-worth clientele comprised essentially of professionals and entrepreneurs. In addition to his American interests, Vijay is a frequent visitor to Switzerland and India, maintaining strong international ties to each countryís business and investing communities, and most recently Moscow, Russia and Istanbul, Turkey.
Mr. Shah is a Registered Principal with, and securities are offered through, LPL FINANCIAL, member FINRA/SIPC. Through this affiliation with LPL FINANCIAL, clients are able to invest in debt and equity securities. Vijay has also specialized in the design and administration of employee benefit programs, including qualified retirement plans.
Individual life and health insurance and full group insurance coverage are made available to clients through The Shah Agency. Mr. Shah is a broker for numerous life insurance companies and is a retired general agent of Principal Financial Group and Transamerica Life.
Professionally, Vijay continued his education by completing the requirements of the American College for the Chartered Life Underwriter and Chartered Financial Consultant designations. He is a member of the Association for Advanced Life Underwriting and has participated in numerous discussion panels before professional groups, contributing to various legal seminars in the areas of his expertise.
Vijay sat on the Advisory Board of Benjamin Franklin Bank until it was sold to Rockland Trust and was a Founding Member of Boston Foundation for Sight India, a charitable trust in Mumbai, India. On his radar for the future is Latin America. Vijay is also currently mentoring music through All Sines with founder Scott McCabe.
An ardent tennis player and downhill skier, and an occasional golfer, Vijay is a member of the Hazel Hotchkiss Wightman Tennis Center in Weston, MA and Brae Burn Country Club in Newton, MA.
www.finra.org †††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††††† www.sipc.org
Mr. Shah is a Registered Principal with, and securities are offered through, LPL FINANCIAL, member FINRA/SIPC.
The LPL Financial registered principal associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, DC, FL, IL, KS, MA, ME NH, NJ, RI, TX, and VT.