Karlan Patel, Cfa
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Karlan Patel, Cfa Email & Phone Number

Vice President, ETF Investment Strategist at State Street Investment Management
Location: Scottsdale, Arizona, United States 11 work roles 1 school
1 work email found @ssga.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
State Street Investment Management
Role
Vice President, ETF Investment Strategist
Location
Scottsdale, Arizona, United States
Company size
44927 employees

Who is Karlan Patel, Cfa? Overview

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Quick answer

Karlan Patel, Cfa is listed as Vice President, ETF Investment Strategist at State Street Investment Management, a with 44927 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at ssga.com and a matched LinkedIn profile for Karlan Patel, Cfa.

Karlan Patel, Cfa previously worked as Vice President, ETF Investment Strategist at State Street Spdr Etfs and Investment Strategist, ETF Model Portfolios at State Street Spdr Etfs. Karlan Patel, Cfa holds Bachelor Of Science (B.S.) from University Of Arizona.

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*@ssga.com
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Profile bio

About Karlan Patel, Cfa

Investment strategist specialized in portfolio construction, multi-asset class solutions, and investment analysis. Experienced in working with portfolio management teams, institutional clients and distribution channels as a thought leader and capital markets expert. CFA® charterholder; Series 7 & 63.

Listed skills include Mathematics, Leadership, Communication, Public Speaking, and 17 others.

Current workplace

Karlan Patel, Cfa's current company

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State Street Investment Management
State Street Investment Management
Vice President, ETF Investment Strategist
Scottsdale, AZ, US
Website
statestreet.com
Employees
44927
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11 roles · 15 years

Karlan Patel, Cfa work experience

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

Vice President, Etf Investment Strategist

Current
State Street Spdr Etfs

Regional speaker for State Street SPDR covering public equities, public debt, and real assets. Presents State Street's thought leadership and capital markets commentary to institutional and intermediary clients across the Western half of the U.S. Leads ETF launches and trains the SPDR distribution team.

Jul 2022 - Present

Investment Strategist, Etf Model Portfolios

State Street Spdr Etfs

Scottsdale, Arizona, United States

Conduit between SPDR Sales and the global, multi-asset class portfolio management (PM) team managing over $400B in AUM for pensions, foundations, endowments, and sovereign wealth funds. Deep understanding of PM tools and processes, model portfolio construction and the competitive landscape. Responsible for presenting to intermediary/institutional clients, developing product strategy, leading model portfolio launches and training the SPDR distribution team.

Jul 2020 - Jul 2022

Investment Analyst, Portfolio Analytics & Consulting

Vanguard

Scottsdale, Arizona

Conduct portfolio reviews for intermediary clients using a suite of analytical software. Subject matter expert on portfolio analysis, ETF/MF market trends and Vanguard investment methodology. Led distribution efforts for active taxable fixed income products.

Oct 2018 - Jul 2020

Vanguard Accelerated Development Program (Vadp)

Vanguard

Scottsdale, Arizona

Engaged in workshops and executive trainings ranging from project management to public speaking. Rotational roles included: mutual fund broker, fixed income data analyst, supervisor and portfolio analyst.

Jul 2017 - Oct 2018

Undergraduate Coordinator And Instructor

University Of Arizona

Tucson, Arizona

Instructor and leader for an undergraduate math course. Led workshops and training sessions to facilitate instructor development.

Aug 2015 - May 2017

President, Ua Mathematics Organization

University Of Arizona

University Of Arizona Department Of Mathematics

Dedicated leader to an organization committed to the study of mathematics and promoting it within the community. Strategically built the foundation by expanding the target market beyond the College of Science. Key accomplishments include: grew membership to 50+ students, outreach list increased to 2000+ and established tutoring partnerships with local refugee networks.

May 2014 - Jan 2016

Summer Analyst

Jpmorgan Chase & Co.

Phoenix, Arizona

Conducted data analysis to identify enhancements within the consumer bank. Recommended pricing adjustments and calculated the projected impact to portfolios.

Jun 2016 - Aug 2016

Martial Arts Instructor, Taekwondo And Haidong Gumdo

Alan'S School Of Martial Arts

Gilbert, Az

Monitored and maintained student progress while empowering students to achieve mental/physical goals.

2012 - 2014 ~2 yrs

Youth Camp Leader

City Of Chandler, Arizona

Chandler, Az

In conjunction with the L.I.T. (Leaders in Training) Program. Participated in leadership workshops and led local science and sports programs.

Apr 2011 - Aug 2011
Team & coworkers

Colleagues at State Street Investment Management

Other employees you can reach at statestreet.com. View company contacts for 44927 employees →

BP Bhairavee Pawaskar Bhairavee Pawaskar Colleague at State Street Investment ManagementMumbai, Maharashtra, India View → HT Haodi Tu Haodi Tu Colleague at State Street Investment ManagementSeattle, Washington, United States View → DS Deepak Shinde Deepak Shinde Colleague at State Street Investment ManagementPune/Pimpri-Chinchwad Area, India View → CB Charlotte Blackie Charlotte Blackie Colleague at State Street Investment ManagementLondon, England, United Kingdom View → PS Pavithra Selvaraj Pavithra Selvaraj Colleague at State Street Investment ManagementBengaluru, Karnataka, India View → MN Mahsa Nooryan Mahsa Nooryan Colleague at State Street Investment ManagementFolsom, California, United States View → JA Julia Alexander Julia Alexander Colleague at State Street Investment ManagementGreater Boston, United States View → SL Selena L. Selena L. Colleague at State Street Investment ManagementSanta Ana, California, United States View → SS Sivagouni Sindhuja Sivagouni Sindhuja Colleague at State Street Investment ManagementHyderabad, Telangana, India View → SK Soumya Kvl Soumya Kvl Colleague at State Street Investment ManagementVijayawada, Andhra Pradesh, India View →
1 education record

Karlan Patel, Cfa education

FAQ

Frequently asked questions about Karlan Patel, Cfa

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

What company does Karlan Patel, Cfa work for?

Karlan Patel, Cfa works for State Street Investment Management.

What is Karlan Patel, Cfa's role at State Street Investment Management?

Karlan Patel, Cfa is listed as Vice President, ETF Investment Strategist at State Street Investment Management.

What is Karlan Patel, Cfa's email address?

AeroLeads has found 1 work email signal at @ssga.com for Karlan Patel, Cfa at State Street Investment Management.

Where is Karlan Patel, Cfa based?

Karlan Patel, Cfa is based in Scottsdale, Arizona, United States while working with State Street Investment Management.

What companies has Karlan Patel, Cfa worked for?

Karlan Patel, Cfa has worked for State Street Investment Management, State Street Spdr Etfs, Vanguard, University Of Arizona, and University Of Arizona Department Of Economics.

Who are Karlan Patel, Cfa's colleagues at State Street Investment Management?

Karlan Patel, Cfa's colleagues at State Street Investment Management include Bhairavee Pawaskar, Haodi Tu, Deepak Shinde, Charlotte Blackie, and Pavithra Selvaraj.

How can I contact Karlan Patel, Cfa?

You can use AeroLeads to view verified contact signals for Karlan Patel, Cfa at State Street Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Karlan Patel, Cfa attend?

Karlan Patel, Cfa holds Bachelor Of Science (B.S.) from University Of Arizona.

What skills is Karlan Patel, Cfa known for?

Karlan Patel, Cfa is listed with skills including Mathematics, Leadership, Communication, Public Speaking, Teamwork, Probability Theory, Research, and Problem Solving.

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