Vp Of Pwm Investments
Current
Dec 2022 - Present
AeroLeads people directory · profile
Ankur Patel, Cfa Email & Phone Number
VP of PWM Investments at Ellevest
at
Ellevest
1 work email found
@ellevest.com
2 phones found area 717
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
VP of PWM Investments at Ellevest
Location
Monroe, New Jersey, United States
Company size
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 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
71% confidence
AeroLeads found 1 current-domain work email signal for Ankur Patel, Cfa. Compare company email patterns before reaching out.
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
7 roles
Ankur Patel, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Sep 2019 - Dec 2022
Vice President Wealth Strategist - Investments
Jun 2016 - Sep 2019
Vice President, Portfolio Construction
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
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
Sep 2003 - Mar 2004
Team & coworkers
Colleagues at Ellevest
Other employees you can reach at ellevest.com. View company contacts for 103 employees →
KR
Kirsten Runstrom
Colleague at EllevestUnited States
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MB
Mikayla Burrage
Colleague at EllevestNew Albany, Indiana, United States
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MK
Maria-Jose Kleinhans
Colleague at EllevestJupiter, Florida, United States
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VB
Vickie Blake
Colleague at EllevestLong Beach, California, United States
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MS
Mariam Sargsyan
Colleague at EllevestDenver, Colorado, United States
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AR
Ann Romano
Colleague at EllevestSan Jose, California, United States
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EL
Emily Lopez Cruz
Colleague at EllevestGreater Houston, United States
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AG
Alondra Garcia, Cfa
Colleague at EllevestPensacola, Florida, United States
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BC
Bernie Connery
Colleague at EllevestAlbuquerque, New Mexico, United States
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VS
Victoria Sado, Cfp®
Colleague at EllevestAtlanta, Georgia, United States
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Kirsten Runstrom
Colleague at EllevestUnited States
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MB
Mikayla Burrage
Colleague at EllevestNew Albany, Indiana, United States
View →
MK
Maria-Jose Kleinhans
Colleague at EllevestJupiter, Florida, United States
View →
VB
Vickie Blake
Colleague at EllevestLong Beach, California, United States
View →
MS
Mariam Sargsyan
Colleague at EllevestDenver, Colorado, United States
View →
AR
Ann Romano
Colleague at EllevestSan Jose, California, United States
View →
EL
Emily Lopez Cruz
Colleague at EllevestGreater Houston, United States
View →
AG
Alondra Garcia, Cfa
Colleague at EllevestPensacola, Florida, United States
View →
BC
Bernie Connery
Colleague at EllevestAlbuquerque, New Mexico, United States
View →
VS
Victoria Sado, Cfp®
Colleague at EllevestAtlanta, Georgia, 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 Kirsten Runstrom, Mikayla Burrage, Maria-Jose Kleinhans, Vickie Blake, and Mariam Sargsyan.
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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Ankur Patel, CFA
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