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
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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