Perfil
Mr. Nilesh D.
Patel, CFA, is a Client Portfolio Manager at Zeke Capital Advisors LLC.
Prior to joining Zeke, he sourced, researched and implemented investments for ultra high net worth families, endowments, and foundations at Miller Investment Management.
Prior to Miller, he served as a member of the multi-cap equity team at Geewax Terker & Co., fundamentally researching stocks and constructing.
Earlier in his career as a sell-side analyst at SG Cowen, he performed extensive due diligence on companies and sectors.
He earned his Bachelor of Science degree in Economics from the Wharton School at the University of Pennsylvania.
He has also earned the CFA designation and has been professionally investing since 1996.
He is a member of the CFA Institute and the CFA Society of Philadelphia.
Antiguos cargos conocidos de Nilesh D. Patel.
Empresas | Cargo | Fin |
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Zeke Capital Advisors LLC
Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Gestor de Cartera-Acciones | 01/01/2019 |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Corporate Officer/Principal | - |
Miller Investment Management LP
Miller Investment Management LP Investment ManagersFinance Miller Investment Management LP (Miller) is an independent, SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded by H. Scott Miller in 1998. Miller provides investment advisory and supervisory services to institutional clients (such as pension and profit-sharing plans, business entities, charitable organizations, foundations, endowments, trusts and public funds), privately placed pooled investment vehicles or Private Funds organized as limited partnerships, and individuals. | Corporate Officer/Principal | - |
Geewax, Terker & Co., Inc.
Geewax, Terker & Co., Inc. Investment ManagersFinance Geewax, Terker, & Co. (GTC) was founded in 1982 by John J. Geewax and is located in Chadds Ford, Pennsylvania. GTC operates as an investment advisory firm and serves individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Corporate Officer/Principal | - |
Formación de Nilesh D. Patel.
University of Pennsylvania | Undergraduate Degree |
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Empresas privadas | 4 |
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Geewax, Terker & Co., Inc.
Geewax, Terker & Co., Inc. Investment ManagersFinance Geewax, Terker, & Co. (GTC) was founded in 1982 by John J. Geewax and is located in Chadds Ford, Pennsylvania. GTC operates as an investment advisory firm and serves individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Finance |
Miller Investment Management LP
Miller Investment Management LP Investment ManagersFinance Miller Investment Management LP (Miller) is an independent, SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded by H. Scott Miller in 1998. Miller provides investment advisory and supervisory services to institutional clients (such as pension and profit-sharing plans, business entities, charitable organizations, foundations, endowments, trusts and public funds), privately placed pooled investment vehicles or Private Funds organized as limited partnerships, and individuals. | Finance |
Zeke Capital Advisors LLC
Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Finance |
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