Directory

>

Samir Patel

avatar

Samir Patel

Portfolio Manager | Cliffwater

New York, New York, United States

View contact details (it's free)

Samir Patel

Summary

Samir Patel is an experienced Portfolio Manager based in New York City, specializing in private debt and asset management. With a strong background in accounting and finance, he has held senior roles in various esteemed organizations, including Cliffwater and Portfolio Advisors. Samir has a proven track record in underwriting, due diligence, and portfolio management, particularly in the lower middle market and middle market private equity sectors. His expertise spans across investment banking, financial modeling, and corporate finance, making him a well-rounded professional in the investment advisory space. He holds both a Bachelor's and Master's degree in Accounting from the University of Georgia, underscoring his solid academic foundation. Samir's diverse experience in different financial institutions showcases his adaptability and deep understanding of the financial landscape. He is passionate about leveraging his skills to drive investment strategies and enhance portfolio performance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Samir Patel

Work Experience

company logo

Portfolio Manager at

Cliffwater

January 2022 - Present

company logo

Senior Vice President at

Portfolio Advisors

July 2019 - January 2022

company logo

Vice President at

H.I.G. Capital

March 2018 - July 2019

company logo

Assistant Vice President at

Antares Capital LP

September 2014 - March 2018

💼

Senior, Mergers and Acquisitions Transaction Services & Audit at

Williams Family Enterprises LLC

November 2011 - September 2014

company logo

Audit Associate at

RSM US LLP

November 2010 - November 2011

Logos provided by Logo.dev

Samir Patel

Education

Terry College of Business, Master's Degree

January 2009 - January 2010

Terry College of Business, Bachelor's Degree

January 2006 - January 2010

Frequently Asked Questions about Samir Patel

What is Samir Patel email address?

Samir Patel's primary email address is ***********@deloitte.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Samir Patel work for?

Samir Patel is a Portfolio Manager at Cliffwater, a company specializing in Functions related to depository banking.

Where Samir Patel graduated from?

Samir Patel holds a degree in Accounting (Masters) from Terry College of Business.

How can I directly contact Samir Patel?

To contact Samir Patel directly, you can use the email address ***********@deloitte.com. Complete contact information is available upon registration with Muraena.

Who is Samir Patel?

Samir Patel is an experienced Portfolio Manager based in New York City, specializing in private debt and asset management. With a strong background in accounting and finance, he has held senior roles in various esteemed organizations, including Cliffwater and Portfolio Advisors. Samir has a proven track record in underwriting, due diligence, and portfolio management, particularly in the lower middle market and middle market private equity sectors. His expertise spans across investment banking, financial modeling, and corporate finance, making him a well-rounded professional in the investment advisory space. He holds both a Bachelor's and Master's degree in Accounting from the University of Georgia, underscoring his solid academic foundation. Samir's diverse experience in different financial institutions showcases his adaptability and deep understanding of the financial landscape. He is passionate about leveraging his skills to drive investment strategies and enhance portfolio performance.

Samir`s contact details

mail

***********@deloitte.com

******@higcapital.com

******@cliffwater.com

Colleagues

avatar
Noam Leibovitz

Vice President

avatar
Stephen Vasturia

Vice President

avatar
Tyler Holstein

Managing Director

avatar
Thomas Jorgensen

Vice President

avatar
Phil Huber Cfa Cfp

Managing Director, Head of Portfolio Solutions

avatar
Philip Hasbrouck

Managing Director

avatar
Philip Hasbrouck

Managing Director

avatar
George Bumeder

Managing Director

avatar
Blake Nesbitt

Senior Managing Director, Co-Head Asset Management

View Contact details (it's free)
Request Profile Removal