Investment Relationship Manager
Jpmorgan Asset Management
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Sonia S. Patel, Cfa Email & Phone Number
Investment Relationship Manager
at
JPMorgan Asset Management
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Relationship Manager
Location
Ann Arbor, Michigan, United States
Who is Sonia S. Patel, Cfa? Overview
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Quick answer
Sonia S. Patel, Cfa is listed as Investment Relationship Manager at JPMorgan Asset Management, based in Ann Arbor, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Sonia S. Patel, Cfa.
Sonia S. Patel, Cfa previously worked as Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors and Senior Vice President & Investment Officer at Bank Of Ann Arbor. Sonia S. Patel, Cfa holds Msc, Finance from London School Of Economics And Political Science.
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Email format at JPMorgan Asset Management
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JPMorgan Asset Management
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Profile bio
About Sonia S. Patel, Cfa
Investment professional with experience in both client relationship management and equity and fixed income portfolio management. Ability to provide a unique perspective on the asset management business. Key competencies include:Relationship ManagementClient RetentionBusiness DevelopmentMulti Asset ClassPortfolio ReviewsAsset AllocationEquity & Fixed Income ResearchSecurity Selection
Current workplace
Sonia S. Patel, Cfa's current company
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7 roles · 32 years
Sonia S. Patel, Cfa work experience
A career timeline built from the work history available for this profile.
Partner, Senior Financial Advisor
The mission of Arbor Trust Wealth Advisors is simple and straightforward: to be THE trusted Wealth Advisor for each of our clients.We achieve this by aiming to help our clients define and pursue their most important financial goals, protecting and enhancing their wealth through sound and informed investment solutions, and our steadfast commitment to providing the highest level of personalized service. Our hard-working, humble and objective approach to providing you with quality advice are hallmarks of our firm.www.arbortrust.comArbor Trust Wealth Advisors, LLC (Arbor Trust) is a Registered Investment Advisor ("RIA") located in the state of Michigan. Arbor Trust provides investment advisory services and related services for clients nationally. Arbor Trust will maintain all applicable registrations and licences as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust rendors individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Senior Vice President & Investment Officer
Bank Of Ann Arbor
Aug 2011 - Apr 2023
Investment Relationship Manager
Jpmorgan Asset Management
2005 - 2011
~6 yrs
Institutional Investment Analyst
Jpmorgan Asset Management
2003 - 2005
~2 yrs
Equity Analyst/Fixed Income Analyst
M&I Investment Management
1998 - 2002
~4 yrs
Project Manager/Research Analyst
Market Probe, Inc.
1995 - 1996
~1 yr
2 education records
Sonia S. Patel, Cfa education
Msc, Finance
Bba, Marketing, Management, International Business
FAQ
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Quick answers generated from the profile data available on this page.
What company does Sonia S. Patel, Cfa work for?
Sonia S. Patel, Cfa works for JPMorgan Asset Management.
What is Sonia S. Patel, Cfa's role at JPMorgan Asset Management?
Sonia S. Patel, Cfa is listed as Investment Relationship Manager at JPMorgan Asset Management.
Where is Sonia S. Patel, Cfa based?
Sonia S. Patel, Cfa is based in Ann Arbor, Michigan, United States while working with JPMorgan Asset Management.
What companies has Sonia S. Patel, Cfa worked for?
Sonia S. Patel, Cfa has worked for Jpmorgan Asset Management, Arbor Trust Wealth Advisors, Bank Of Ann Arbor, M&I Investment Management, and Market Probe, Inc..
How can I contact Sonia S. Patel, Cfa?
You can use AeroLeads to view verified contact signals for Sonia S. Patel, Cfa at JPMorgan Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Sonia S. Patel, Cfa attend?
Sonia S. Patel, Cfa holds Msc, Finance from London School Of Economics And Political Science.
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