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Ankur Patel Location
Monroe Township, NJ, US
Ankur Patel Work
Chief Investment Officer @ (July 2026 - Present)
VP of PWM Investments @ (December 2022 - July 2026)
Senior Portfolio Manager @ (September 2019 - December 2022)
Vice President Wealth Strategist - Investments @ (June 2016 - September 2019)
Vice President, Portfolio Construction @ (March 2010 - May 2016)
Associate @ (July 2006 - April 2009)
Research Analyst @ Ashbridge Investment Management (September 2004 - September 2005)
Assistant Portfolio Manager @ (September 2003 - March 2004)
Ankur Patel Education
Drexel University's LeBow College of Business
Bachelor of Science, Business Administration (Concentration In Economics, Finance And Accounting)
2001-2006
Ankur Patel Summary
Ankur Patel, based in Monroe Township, NJ, US, is currently a Chief Investment Officer at Ellevest. Ankur Patel brings experience from previous roles at Ellevest, Lenox Wealth Advisors and Credit Suisse Private Banking - Assets & Investments. Ankur Patel holds a 2001 - 2006 Bachelor of Science, Business Administration in Concentration In Economics, Finance And Accounting @ Drexel University's LeBow College of Business. Ankur Patel has 4 emails and 3 mobile phone numbers on RocketReach.
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