Our team works together to provide clients with highest quality investment advice, portfolio management and personalized service

Team Bios

Our team works together to deliver the highest quality investment advice, portfolio management and customer service

Nathan Shapiro Founder

Nate Shapiro founded SF Investments, Inc., a NASD member firm and the predecessor of New Vernon Wealth Management, in 1972 and has more than forty years of investment industry experience. In 1979, he became the single largest shareholder of Baldwin & Lyons, Inc., a publicly traded property/casualty insurance company. He maintains his ownership to this day and serves as Chairman of the investment committee directing its $550M investment portfolio. He has served on the Board of Trustees of the ABN AMRO mutual funds and as a trustee for Alleghany Funds, a family of mutual funds sponsored by Chicago Trust Company. Nate earned a B.A. in Economics from Northwestern University.

Steven Shapiro Principal, CIO

Steve Shapiro is a Principal and Chief Investment Officer at New Vernon Wealth Management (formerly SF Investment Advisors). During his 23 years with the firm, he has focused on security analysis across a wide variety of asset classes and industries, and the management of portfolios for both individuals and institutions. Steve is a member of the Investment Committee, and the co-chair of the Strategic Planning Committee at Baldwin & Lyons, Inc., a publicly traded property/casualty insurance company. Prior to joining SF in 1991, he worked as a financial consultant at Arthur, Andersen & Co. Steve received a M.B.A. from Northwestern University and a B.A. from Emory University. FINRA Licensed - Series 7, 63, 55, 24

Daniel Shapiro Principal, CEO, CCO

Daniel Shapiro has been a principal at New Vernon Wealth Management (formerly SF Investment Advisors) for over two decades filling a number of key roles in the organization including Chief Executive Officer, Chief Financial Officer and Chief of Compliance. During his tenure the firm he has served as financial advisor and portfolio manager for numerous high net-worth clients. Dan has been instrumental in researching and selecting value oriented stocks across client portfolios. Dan earned his B.A. degree from the University of Iowa. FINRA Licensed - Series 7, 63, 65, 24, 53, 55, 79, 99

Mansoor Zakaria Principal, Tech, Investments

Mansoor Zakaria joined New Vernon Wealth Management (formerly SF Investment Advisors) in 2010 after a successful career as an entrepreneur, Silicon Valley CEO, and a private venture investor. Earlier in his career, at Charles Schwab, he led the team that pioneered electronic brokerage. Subsequently, he was a strategic advisor/consultant to top management at Goldman Sachs and JP Morgan and led the firm that developed GS Worldwide equity research service and JP Morgan Advisor Edge service. Mansoor received a B.A. from Ferguson College in India, and is a graduate of the YEO/MIT Executive Management Program, Birthing of Giants.

Esteban (Steve) Virgili Portfolio Management

Steve Virgili joined New Vernon Wealth Management (formerly SF Investment Advisors) in March 2005, and has been primarily focused on US and global equity investments. Previously, he spent four years in AIG’s Mergers & Acquisitions Insurance Group, starting as an analyst and becoming Midwest Region Manager. Prior to that he was an analyst at William Blair & Company’s Asset Management Group. He received a M.B.A. from Loyola University Chicago Graduate School of Business, and a B.S. from the University of Illinois, Urbana-Champaign. FINRA Licensed - Series 7, 63

Amit Vaghela Portfolio Management

Amit Vaghela is a member of the portfolio management team at New Vernon Investment Management focusing on emerging markets.  Prior to joining New Vernon Investment Management, Mr. Vaghela was a trader and analyst for the New Vernon India fund, focusing mainly on investments in emerging markets outside of India and trading. Mr. Vaghela started his career with Deutsche Bank, and was in charge of developing real-time trading and risk systems for the Equity Derivatives business. Mr. Vaghela has a BS in Computer Science from Macquarie University in Sydney and a Master of Business and Technology from University of New South Wales in Sydney.

Martin Youmaran Trading, Operations

Martin Youmaran joined New Vernon Wealth Management (formaly SF Investment Advisors) in 2001 and is a Sr. Vice President, Director of Hedge Fund Operations. Previously, Martin was a licensed broker with Web Street Securities. He has over 19 years of experience working in the financial services industry. Martin earned his B.S. from DePaul University in Chicago. He holds the following FINRA Licensed: Series 7, 63, 55

Gary Just Compliance, Finance

Gary Just joined New Vernon Wealth Management (formerly SF Investment Advisors) in July 2006 as Director of Compliance. Previously was with Terra Nova Trading and Web Street Securities. Gary received a M.B.A. in finance from Keller Graduate School of Management, and a B.A. in economics from Lawrence University. FINRA Licensed - Series 7, 24, 4,55, 28, 63

Rosina Mahabeer Trading, Client Services

Rosina Mahabeer joined New Vernon Wealth Management (formally SF Investment Advisors) in 1994. During her 20 years with the firm, she has primarily focused on Equity Trading and Investor Relations. Rosina received a B.A. from Loyola University Chicago. FINRA Licensed - Series 7, 63

Rachit Tibrewala Investment Analysis

Rachit Tibrewala joined New Vernon Wealth Management (formerly SF Investment Advisors) in August 2011. As an Analyst his primary focus has been US and global equity and fixed income investments. He received a B.S. from Indiana University-Bloomington. He is currently a CFA Level 3 candidate. FINRA Licensed - Series 7, 63

DeeDee Silverstein Admin, Finance

DeeDee Silverstein has been Office Manager at New Vernon Wealth Management (formally SF Investment Advisors) for more than 20 years, and focuses primarily on accounting, record keeping, office administration, and human resources.