Co-Founder, Managing Partner
CurrentBlockCellar is a blockchain-enabled platform that offers collectors a simple and secure way to buy, sell, store, trade, and transfer investment-grade wine and spirits.
Jun 2022 - Present
AeroLeads people directory · profile
Yash Patel, Cfa Email & Phone Number
Executive at the intersection of technology, finance, and investments
at
BlockCellar
2 work emails found
@cedarcapital.com
4 phones found area 312 and 855
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive at the intersection of technology, finance, and investments
Location
Greater Chicago Area, United States
Who is Yash Patel, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Yash Patel, Cfa is listed as Executive at the intersection of technology, finance, and investments at BlockCellar, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at cedarcapital.com, phone signal with area code 312, 855, and a matched LinkedIn profile for Yash Patel, Cfa.
Yash Patel, Cfa previously worked as Co-Founder, Managing Partner at Blockcellar and Partner - Chief Operating Officer at Good Harbor Financial, Llc. Yash Patel, Cfa holds Mba, Analytic Finance, Strategic Management from The University Of Chicago Booth School Of Business.
Company email context
Email format at BlockCellar
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*@cedarcapital.com
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AeroLeads found 2 current-domain work email signals for Yash Patel, Cfa. Compare company email patterns before reaching out.
Profile bio
About Yash Patel, Cfa
Specialties: Quantitative research, financial modeling, portfolio management and optimization.
Listed skills include Financial Modeling, Strategy, Portfolio Management, Investments, and 13 others.
Current workplace
Yash Patel, Cfa's current company
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8 roles
Yash Patel, Cfa work experience
A career timeline built from the work history available for this profile.
Partner - Chief Operating Officer
Current
Good Harbor Financial, Llc
Good Harbor Financial, LLC is a money manager based in Chicago, Illinois. The firm focuses its efforts on the management of alternative, tactical and flexible mandate investment solutions for institutions, family offices, private clients and their financial advisors.
Mar 2010 - Present
Partner - Chief Operating Officer
Current
Cedar Capital
Mar 2010 - Present
Quantitative Equity Analyst
Allstate Investments
Co-managed a $200 MM domestic, long-only quantitative equity portfolio, relative to the MSCI 750. Exceeded performance target by earning an excess return of 6.7% in 2009 for insurance and pension clients. Researched investment ideas sourced from academic papers, journals, and sell-side quantitative analysts; incorporated research into quantitative factor model to improve returns and minimize risk. Enhanced quantitative factor model comprised of fundamental, technical, and derivatives-based factors; performed back tests and portfolio simulations and adjusted model for optimal investment performance. Created C# programs to integrate innovative data sources into the modeling platform, allowing for the research and incorporation of equity options and CDS based factors into factor model.
Apr 2008 - Dec 2009
Account Management Associate
Reviewed system-generated trades for alignment with client investment objectives and portfolio constraints. Analyzed trade data across several asset classes and built a tool to measure the dollar impact of trading delays. Developed enhancements to proprietary portfolio construction processes in the areas of commodity trading, cash management, and managing client fund investments. Designed and implemented management processes to better handle the flow of projects aimed at improving the portfolio construction and risk management system.
Apr 2007 - Jan 2008
Summer Associate, Corporate Development
Researched potential acquisition and partner target companies, and competitors. Identified attractive targets based on fit with IRI's corporate strategy, gathered data, and created business reports for each target. Analyzed financial statements and constructed detailed financial models including DCF analysis, transaction multiples, and industry comparables to calculate targets' valuations. Examined internal financial data to determine revenue and cost allocations to business units involved in a potential $100M joint venture. Prepared valuation models for presentation to the potential partner company.
Jun 2006 - Dec 2006
Manager, Technology
Managed client relationships and provided technical and architectural guidance to an international team of developers. Steered multi-functional teams through business analysis and software design. Served as a client liaison on a team supporting a multi-million dollar account.
Mar 2005 - Mar 2006
Specialist, It Application Development
Feb 2001 - Dec 2004
2 education records
Yash Patel, Cfa education
Mba, Analytic Finance, Strategic Management
The University Of Chicago Booth School Of Business
B.S., Computer Science & Engineering
The Ohio State University
FAQ
Frequently asked questions about Yash Patel, Cfa
Quick answers generated from the profile data available on this page.
What company does Yash Patel, Cfa work for?
Yash Patel, Cfa works for BlockCellar.
What is Yash Patel, Cfa's role at BlockCellar?
Yash Patel, Cfa is listed as Executive at the intersection of technology, finance, and investments at BlockCellar.
What is Yash Patel, Cfa's email address?
AeroLeads has found 2 work email signals at @cedarcapital.com for Yash Patel, Cfa at BlockCellar.
What is Yash Patel, Cfa's phone number?
AeroLeads has found 4 phone signal(s) with area code 312, 855 for Yash Patel, Cfa at BlockCellar.
Where is Yash Patel, Cfa based?
Yash Patel, Cfa is based in Greater Chicago Area, United States while working with BlockCellar.
What companies has Yash Patel, Cfa worked for?
Yash Patel, Cfa has worked for Blockcellar, Good Harbor Financial, Llc, Cedar Capital, Allstate Investments, and Bridgewater Associates.
How can I contact Yash Patel, Cfa?
You can use AeroLeads to view verified contact signals for Yash Patel, Cfa at BlockCellar, including work email, phone, and LinkedIn data when available.
What schools did Yash Patel, Cfa attend?
Yash Patel, Cfa holds Mba, Analytic Finance, Strategic Management from The University Of Chicago Booth School Of Business.
What skills is Yash Patel, Cfa known for?
Yash Patel, Cfa is listed with skills including Financial Modeling, Strategy, Portfolio Management, Investments, Valuation, Finance, Equities, and Risk Management.
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