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Trishul Patel, Wealth Manager

My name is Trishul Patel. Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity has always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. In the past, during my free time, I have developed machine-learning software for financial forecasting, while also running a long-only investment partnership with former classmates.

Before business school, I worked as a Financial Services consultant, designing large-scale financial applications for tier-one banks. After obtaining my MBA in Finance, I traveled around South-East Asia while managing an exotic options book for a private firm, where I headed a team that generated over $750 million in revenue across all products including FX, Commodities, Indices, and Stocks.

And after that, I moved to Florida, where I was the Director of Research and Portfolio Manager for a Hedge Fund, managing over $100 million in AUM. These days, in addition to helping my clients meet their financial and investment goals, I also enjoy blogging, biking, and hiking with my wife and daughter.

Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn and understand.

I have a Bachelor of Science, a Master of Engineering, and an MBA from Cornell University and have been investing for almost two decades. I am FINRA Series 3 (National Commodities Futures Exam) and Series 65 (Uniform Investment Adviser Law Exam) licensed. For more information regarding my education and professional career, check out my LinkedIn Profile.


Do your finances and investments need a check-up?

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.