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Ankur Patel Cfa
Ankur Patel Cfa
VP of PWM Investments | Ellevest
Sparta Township, New Jersey, United States
Ankur Patel Cfa
Summary
Ankur Patel is a seasoned finance professional with a strong background in wealth management and alternative investments. Currently serving as the VP of PWM Investments at Ellevest, he has a rich history of leadership roles in prestigious firms, including Credit Suisse and Blackrock. Ankur's expertise spans across asset allocation, portfolio management, and client services, showcasing his ability to navigate complex financial landscapes. He is known for his analytical skills and strategic thinking, which have been instrumental in managing large portfolios and advising high-net-worth clients. His experience in diverse financial sectors, including life insurance and investment advisory, positions him as a versatile player in the financial industry. Ankur is also recognized for his contributions to market insights and financial publications, reflecting his commitment to educating clients and peers alike. He holds a Bachelor of Science in Business Administration with a concentration in Economics, Finance, and Accounting from Drexel University's LeBow College of Business. Ankur's passion for financial innovation and client-focused strategies continues to drive his career forward.
Ankur Patel Cfa
Work Experience
VP of PWM Investments at
Ellevest
December 2022 - Present
Senior Portfolio Manager at
Ellevest
September 2019 - December 2022
Vice President Wealth Strategist - Investments at
Lenox Wealth Advisors dba Wealthspire Advisors
June 2016 - September 2019
Vice President, Portfolio Construction at
Credit Suisse
March 2010 - May 2016
Associate at
BlackRock
July 2006 - April 2009
Research Analyst at
ASHBRIDGE INVESTMENTS LIMITED
September 2004 - September 2005
Assistant Portfolio Manager at
Penn Mutual
September 2003 - March 2004
Ankur Patel Cfa
Education
Drexel University's LeBow College of Business, Bachelor Of Science, Business Administration
January 2001 - January 2006
Frequently Asked Questions about Ankur Patel Cfa
What is Ankur Patel Cfa email address?
Ankur Patel Cfa's primary email address is ******@ellevest.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Ankur Patel Cfa work for?
Ankur Patel Cfa is a VP of PWM Investments at Ellevest, a company specializing in Security brokers & dealers.
Where Ankur Patel Cfa graduated from?
Ankur Patel Cfa holds a degree in Concentration In Economics, Finance And Accounting from Drexel University's LeBow College of Business.
How can I directly contact Ankur Patel Cfa?
To contact Ankur Patel Cfa directly, you can use the email address ******@ellevest.com. Complete contact information is available upon registration with Muraena.
Who is Ankur Patel Cfa?
Ankur Patel is a seasoned finance professional with a strong background in wealth management and alternative investments. Currently serving as the VP of PWM Investments at Ellevest, he has a rich history of leadership roles in prestigious firms, including Credit Suisse and Blackrock. Ankur's expertise spans across asset allocation, portfolio management, and client services, showcasing his ability to navigate complex financial landscapes. He is known for his analytical skills and strategic thinking, which have been instrumental in managing large portfolios and advising high-net-worth clients. His experience in diverse financial sectors, including life insurance and investment advisory, positions him as a versatile player in the financial industry. Ankur is also recognized for his contributions to market insights and financial publications, reflecting his commitment to educating clients and peers alike. He holds a Bachelor of Science in Business Administration with a concentration in Economics, Finance, and Accounting from Drexel University's LeBow College of Business. Ankur's passion for financial innovation and client-focused strategies continues to drive his career forward.
Ankur`s contact details
******@ellevest.com
Colleagues
CEO and Founder
VP of Engineering
Chief Product Officer
COO & CFO
VP of Growth
VP, People Operations
VP of Client Operations