About Me

2018-08-17-Trishul Patel_smallMy 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.