Ankur Patel, Cfa
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Ankur Patel, Cfa Email & Phone Number

VP of PWM Investments at Ellevest at Ellevest
Location: Monroe, New Jersey, United States 7 work roles 1 school
1 work email found @ellevest.com 2 phones found area 717 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email a****@ellevest.com
Direct phone (717) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Ellevest
Role
VP of PWM Investments at Ellevest
Location
Monroe, New Jersey, United States
Company size
103 employees

Who is Ankur Patel, Cfa? Overview

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Quick answer

Ankur Patel, Cfa is listed as VP of PWM Investments at Ellevest at Ellevest, a company with 103 employees, based in Monroe, New Jersey, United States. AeroLeads shows a work email signal at ellevest.com, phone signal with area code 717, and a matched LinkedIn profile for Ankur Patel, Cfa.

Ankur Patel, Cfa previously worked as VP of PWM Investments at Ellevest and Senior Portfolio Manager at Ellevest. Ankur Patel, Cfa holds Bachelor Of Science, Business Administration, Concentration In Economics, Finance And Accounting from Drexel University'S Lebow College Of Business.

Company email context

Email format at Ellevest

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*@ellevest.com
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AeroLeads found 1 current-domain work email signal for Ankur Patel, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Ankur Patel, Cfa

Ankur Patel, Cfa is a VP of PWM Investments at Ellevest at Ellevest. He possess expertise in portfolio management, investments, client focused, portfolio construction, private banking and 35 more skills.

Listed skills include Portfolio Management, Investments, Client Focused, Portfolio Construction, and 36 others.

Current workplace

Ankur Patel, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Ellevest
Ellevest
VP of PWM Investments at Ellevest
new york, new york, united states
Website
ellevest.com
Employees
103
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Company profile
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7 roles

Ankur Patel, Cfa work experience

A career timeline built from the work history available for this profile.

Vp Of Pwm Investments

Current
Ellevest

Greater New York City Area

Dec 2022 - Present

Senior Portfolio Manager

Ellevest

Greater New York City Area

Sep 2019 - Dec 2022

Vice President Wealth Strategist - Investments

Lenox Wealth Advisors

Greater New York City Area

Jun 2016 - Sep 2019

Vice President, Portfolio Construction

Credit Suisse Private Banking - Assets & Investments

Greater New York City Area

Portfolio Construction, Team Lead - Discretionary and advisory wealth management for ultra high net worth and institutional clientsDiscretionary Managed Portfolios - Risk management, model portfolio trading

Mar 2010 - May 2016

Associate

Blackrock

Greater New York City Area

Championed address of department’s evolving development needs contributing to monthly portfolio accounting/P&L attribution for global fixed income institutional accounts. Led performance measurement of credit default swaps (CDS) held in a $30B portfolio of distressed assets managed for the Fed oversight during the Bear Stearns acquisition by JPMorgan.

Jul 2006 - Apr 2009

Research Analyst

Ashbridge Investment Management

Researched and interviewed new hedge fund managers for possible client investment. Conducted monthly manager performance reviews for client due diligence.

Sep 2004 - Sep 2005

Assistant Portfolio Manager

Penn Mutual

Structured Portfolio - MBS, RMBS, CMBS, ABS, & CDOs

Sep 2003 - Mar 2004
Team & coworkers

Colleagues at Ellevest

Other employees you can reach at ellevest.com. View company contacts for 103 employees →

BC Bernie Connery Bernie Connery Colleague at Ellevest Albuquerque, New Mexico, United States, United States View → KB Katy Brown Katy Brown Colleague at Ellevest Rockville, Maryland, United States, United States View → MB Mikayla Burrage Mikayla Burrage Colleague at Ellevest New Albany, Indiana, United States, United States View → AG Alondra Garcia, Cfa Alondra Garcia, Cfa Colleague at Ellevest Pensacola, Florida, United States, United States View → MB Mikayla Burrage Mikayla Burrage Colleague at Ellevest New Albany, Indiana, United States, United States View → ER Erin Rowan Erin Rowan Colleague at Ellevest United States, United States View → RP Radha Patole Radha Patole Colleague at Ellevest Philadelphia, Pennsylvania, United States, United States View → DS Dorel Sepp Dorel Sepp Colleague at Ellevest New York, New York, United States, United States View → VS Victoria Sado, Cfp® Victoria Sado, Cfp® Colleague at Ellevest Atlanta, Georgia, United States, United States View → MW Michelle Wagner, Cfp® Michelle Wagner, Cfp® Colleague at Ellevest Metropolitan Fresno, United States View →
1 education record

Ankur Patel, Cfa education

FAQ

Frequently asked questions about Ankur Patel, Cfa

Quick answers generated from the profile data available on this page.

What company does Ankur Patel, Cfa work for?

Ankur Patel, Cfa works for Ellevest.

What is Ankur Patel, Cfa's role at Ellevest?

Ankur Patel, Cfa is listed as VP of PWM Investments at Ellevest at Ellevest.

What is Ankur Patel, Cfa's email address?

AeroLeads has found 1 work email signal at @ellevest.com for Ankur Patel, Cfa at Ellevest.

What is Ankur Patel, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 717 for Ankur Patel, Cfa at Ellevest.

Where is Ankur Patel, Cfa based?

Ankur Patel, Cfa is based in Monroe, New Jersey, United States while working with Ellevest.

What companies has Ankur Patel, Cfa worked for?

Ankur Patel, Cfa has worked for Ellevest, Lenox Wealth Advisors, Credit Suisse Private Banking - Assets & Investments, Blackrock, and Ashbridge Investment Management.

Who are Ankur Patel, Cfa's colleagues at Ellevest?

Ankur Patel, Cfa's colleagues at Ellevest include Bernie Connery, Katy Brown, Mikayla Burrage, Alondra Garcia, Cfa, and Mikayla Burrage.

How can I contact Ankur Patel, Cfa?

You can use AeroLeads to view verified contact signals for Ankur Patel, Cfa at Ellevest, including work email, phone, and LinkedIn data when available.

What schools did Ankur Patel, Cfa attend?

Ankur Patel, Cfa holds Bachelor Of Science, Business Administration, Concentration In Economics, Finance And Accounting from Drexel University'S Lebow College Of Business.

What skills is Ankur Patel, Cfa known for?

Ankur Patel, Cfa is listed with skills including Portfolio Management, Investments, Client Focused, Portfolio Construction, Private Banking, Fixed Income, Capital Markets, and Bonds.

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