Akash Patel
Executive Director, West Coast Institutional at J.P. Morgan Asset Management
- Role
- Executive Director - West Coast Institutional at J.P. Morgan Asset Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Akash Patel
Proven investor relations veteran with extensive history of connecting institutional LPs with successful investment outcomes. Comprehensive experience with public and corporate pensions, nonprofits, defined contribution and consultants across all public and private asset classes, vehicle types and ESG/sustainability. Investment-driven approach supported by prior roles as Research Analyst and Assistant Portfolio Manager. CFA CharterholderSeries 7, 3, 65, 63
Experience
Executive Director - West Coast Institutional
Jan 2022 — Present · San Francisco, CA, US
Senior Client Advisor focused on building and maintaining direct relationships with multiple institutional client types in the Western region across all asset classes.
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Economics with International Emphasis
2000 — 2004
Skills
- Capital Markets
- Bloomberg
- Asset Management
- Market Research
- Investments
- Business Development
- Defined Contribution
- Fixed Income
- Microsoft Office
- Client Relations
- Equities
- Institutional Sales
- Valuation
- Thomson Reuters Suite
- Defined Benefit
- Portfolio Management
- Factset
- Analytics
- Finra
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