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Ankur Patel
Work history
Ellevest
VP of PWM InvestmentsCurrent (over 2 years)Ellevest
Senior Portfolio ManagerSep 2019 - Dec 2022 (over 3 years)Lenox Wealth Advisors
Vice President Wealth Strategist - InvestmentsJun 2016 - Sep 2019 (over 3 years)Credit Suisse Private Banking - Assets & Investments
Vice President, Portfolio ConstructionMar 2010 - May 2016 (about 6 years)BlackRock
AssociateJul 2006 - Apr 2009 (almost 3 years)Ashbridge Investment Management
Research AnalystSep 2004 - Sep 2005 (about 1 year)Penn Mutual
Assistant Portfolio ManagerSep 2003 - Mar 2004 (6 months)
Contact Information
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Description
Financial planning for women, online investing, private wealth management, retirement planning, and more with experts in women’s wealth.
Company phone+18443557100
Company websiteellevest.com
LocationNew York, New York, United States, 48 West 25th Street
Industryfinancial services
Employees130
Founded at2014
Annual revenue19.6M
Twittertwitter.com/@ellevest
LinkedInlinkedin.com/company/ellevest
Facebookfacebook.com/ellevesting
Angellistangel.co/ellevest
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