V. J. SHAH & CO., INC.

148 LINDEN STREET, SUITE 203

WELLESLEY, MA  02482

 

Phone:  (781) 237-6830                                                                                     Fax:  (781) 237-6832

Web Site:  www.vijayshah.com                Web Site:  www.vjshah.com                         Email: vijayshah@verizon.net

 

 

VIJAY J. SHAH

 

 

A native of Bombay, India, Vijay received his BS in 1962 and MS in 1965 from the Alfred P. Sloan School of the Massachusetts Institute of Technology and currently sits on the 45th Reunion Committee, 1962.  His Master’s thesis, Deferred Pension or Profit Sharing, led naturally to a career in business and personal financial and estate planning.

 

Shortly after completing his studies at MIT, Vijay formed his own business, V. J. Shah & Co., Inc., incorporating in 1969.  After nearly 40 years under his own broker-dealership, Vijay J. Shah is now 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.; Woodlist.com, Inc.; MooBella; and more recently Vivace Semiconductor, Pebble Creek Mining Ltd., and Bridge Street Toys.

                                               

Mr. Shah has been engaged in providing complete financial services to a high net-worth clientele comprised mainly of professionals and entrepreneurs.   

 

Through his affiliation with LPL, clients are able to invest in debt and equity securities at discounted rates with all clearing done through Pershing / LPL FINANCIAL.  Mr. Shah has also specialized in the design and administration of employee benefit programs, including qualified retirement plans.

 

Mr. Shah is a broker for many life insurance companies.  Individual life and health insurance and full group insurance coverage are made available to clients through The Shah Agency and Agents Service Insurance Agency, Inc.

 

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.  He has participated in numerous discussion panels before professional groups and has contributed to various legal seminars in the areas of his expertise.

 

Mr. Shah sits on the Advisory Board of Benjamin Franklin Bank and is a Founding Member of Boston Foundation for Sight India, a charitable trust in Mumbai, India.  Vijay also sits on the Board of Advisors of Pebble Creek Mining Ltd., of Vancouver, Canada, with mining operations in India.

 

An ardent tennis player and downhill skier, and an occasional golfer, Vijay is a member of the Hazel Hotchkiss Wightman Tennis Center in Weston and Brae Burn Country Club in Newton.