A Trusted Leader in Financial Markets

Samir Bhatt is a trusted advisor with 25 years of experience in global financial markets and alternative investments. With a proven track record in managing multi-million and multi-billion dollar engagements for a diverse range of clients and institutions, Samir began his career as an analyst at J.P. Morgan and Accenture. He went on to hold executive leadership roles at Credit Suisse, High bridge Capital Management, and Markit Group before founding SHB Advisors in 2013, where he serves as the Founder and Managing Director.

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Strategic Growth and Client Focus

Under Samir’s leadership, SHB Advisors has focused on strategic growth and operational excellence, delivering significant success for both the firm and its clients. Over the past eight years, Samir’s efforts in business development have supported a global portfolio of institutions and individuals, providing expert investment and commodity trading solutions that are tailored to meet their unique financial needs.

Community Engagement and Education

Beyond his professional achievements, Samir has been dedicated to community involvement. He served on the board of National Chorale from 2009 to 2014 and has been a board member of 1801 Foxhall since 2019. Samir holds a BS in Computer Science and an MBA in General Management from Cornell University and is licensed with the Investment Advisor Series 65 and Commodity Trading Advisor Series 3.

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Get Tailored Financial Solutions

SHB Advisors’ comprehensive and personalized approach to financial planning ensures that clients receive the best possible advice and support in achieving their financial goals. Reach out today.

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