Shrey Patel
Portfolio Manager-Aktien bei Estate Counselors LLC
Profil
Mr. Shrey Patel is a Chief Portfolio Manager at Estate Counselors LLC.
He oversees the development of The Milwaukee Company’s investment strategies and the management of client portfolios.
Prior to joining the firm, Mr. Patel worked in the financial services industry and assisted traders by developing algorithms that identified arbitrages in futures and fixed income markets.
He earned his Master’s degree in Finance from IIT Stuart School of Business in Chicago and also holds a Bachelor’s degree in Computer Engineering.
Aktive Positionen von Shrey Patel
| Unternehmen | Position | Beginn |
|---|---|---|
Estate Counselors LLC
 Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Portfolio Manager-Aktien | 01.01.2014 |
Ausbildung von Shrey Patel
| Stuart School of Business | Graduate Degree |
| University of Pune | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Finance |
