Samir H Bhatt

Samir H Bhatt is a trusted advisor, recognized leader, and significant contributor with experience that spans global financial markets and alternative investments. He brings 25 years spent navigating the complexities of multi-million and multi-billion dollar engagements on behalf of a diverse set of clients and institutions. Samir started his career as an analyst at JP Morgan and Accenture and worked his way up through executive leadership and senior-level roles with Credit Suisse, Highbridge Capital Management, and Markit Group before establishing SHB Advisors in early 2013 where he serves as the Founder and Managing Director. Since entering the global finance and investments space, he has made a name for herself and earned a reputation as an industry powerhouse with a commitment to client partnerships, strategic growth, and operational excellence.

Having spent the past eight years engaging in a growth-focused business development strategy, Samir H Bhatt has delivered notable success for both SHB and its clientele, catering to the financial needs of a global portfolio of clients and institutions seeking investment and commodity trading support.

In the community, Samir H Bhatt was a member of the board of National Chorale, a non-profit music organization based in New York, from 2009 to 2014. Since 2019, he has been a board member of 1801 Foxhall.

Samir H Bhatt attended Cornell University where he obtained a Bachelor’s degree in Computer Sciene and an MBA in General Management. He currently holds the Investment Advisor Series 65 and the Commodity Trading Advisor Series 3 licenses.