Kavi Patel

Second-Year @ UChicago

Role
Equity Research Analyst at Bormann Wealth Management, Llc
Location
Hanover, NH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kavi Patel

I am a second-year Economics and Computer Science double major with a strong interest in…

Experience

  1. Equity Research Analyst

    Bormann Wealth Management, Llc

    Jun 2025 — Present

    Conduct equity research on publicly traded companies• Build applications to scrape, analyze, and visualize SEC filings, investor presentations, press releases, and third-party analyst reports to support pre-investment due diligence

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Kavi Patel — Equity Research Analyst at Bormann Wealth Management, Llc in Hanover, NH, US | Unifers