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Jay Wintrob

Zak Shaik

Fund Manager

Mr.Shaik, as a fund manager and a licensed Fiduciary since 2004, in operating the Beacon Fund L.P. with strict adherence to its core investment philosophy and the highest compliance standards; communicating closely with investors concerning transactions and unique strategies; contributing his over 30 years of experience to big-picture decisions relating to investments and corporate direction are his primary responsibilities.  From 1995 until present, Mr. Shaik has also offered private wealth management services while incorporating advanced tax planning services to HNW and UHNW business owners and family offices.

Capitalizing on the GFC of 2008, he created a unique “friendly debt buyer” fund called the Forebridge Capital L.P. that operated as a joint venture between him and the investors to assist creditors and debtors alike exit distressed debt. The debtors were able to retain their assets without resorting to bankruptcy and recover with the economy. He is also the Chief Investment Officer for this Beacon Fund L.P. and a senior member of the advanced tax planning team at Sabur Private Wealth Management an independent RIA firm. 

Mr. Shaik did his undergrad studies at Rutgers University in New Jersey, while working full time in the financial services industry. He holds nine insurance licenses, three investment licenses and several designations and certifications related to investment banking, real estate, title, taxation, financial planning, trust planning etc. With vast amount of knowledge comes a clear understanding to effectively serve the needs of his HNW and uHNW entrepreneurs to offer advanced private wealth enhancement services to US Persons worldwide.

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