Ekta Bhaichand Patel
Investment Committee Member bij L. J. Altfest & Co., Inc.
Profiel
Ms. Ekta B.
Patel is a Director & Advisor at L.
J.
Altfest & Co., Inc. She helps clients with all aspects of their investment and personal financial planning matters.
In addition, she is responsible on a day-to-day basis for quality control within investment operations and is a member of the firm’s Portfolio Action Group and Investment Committee.
She covers international investments, and is a leader in the firm’s women’s and non-profit practices.
She joined the firm in July 2000.
She holds a BS in Mathematics from the State University of New York at Stony Brook and an MBA in Investment Management and Information Systems from Pace University.
Actieve functies van Ekta Bhaichand Patel
| Bedrijven | Functie | Begin |
|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Investment Committee Member | 01-07-2000 |
Opleiding van Ekta Bhaichand Patel
| Stony Brook University | Undergraduate Degree |
| Pace University | Masters Business Admin |
Ervaring
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| Bedrijven in privébezit | 1 |
|---|---|
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Finance |
