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Ankur Patel Cfa

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Ankur Patel Cfa

VP of PWM Investments | Ellevest

Sparta Township, New Jersey, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Ankur Patel Cfa

Work Experience

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VP of PWM Investments at

Ellevest

December 2022 - Present

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Senior Portfolio Manager at

Ellevest

September 2019 - December 2022

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Vice President Wealth Strategist - Investments at

Lenox Wealth Advisors dba Wealthspire Advisors

June 2016 - September 2019

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Vice President, Portfolio Construction at

Credit Suisse

March 2010 - May 2016

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Associate at

BlackRock

July 2006 - April 2009

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Research Analyst at

ASHBRIDGE INVESTMENTS LIMITED

September 2004 - September 2005

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Assistant Portfolio Manager at

Penn Mutual

September 2003 - March 2004

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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

mail

******@ellevest.com

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Natasha Anand

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