Reshma Patel
- Role
- Chief Compliance Officer and Vice President of Operations at Provenio Capital
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Experience
Chief Compliance Officer and Vice President of Operations
Aug 2022 — Present
Provenio Capital is based in Newport Beach, California and is a registered investment advisor specializing in institutional quality alternative investments. As a boutique investment firm, we serve a limited number of high-net-worth individuals, family offices and private foundations. By partnering with Provenio, our clients benefit from direct access to alternative strategies not generally available to traditional allocators. We offer bespoke alternative investment solutions by concentrating on managers with an edge in niche markets, thus providing differentiated sources of returns to complement a client’s broader portfolio.
Skills
- Hedge Funds
- Alternative Investments
- Marketing
- Portfolio Management
- Client Services
- Mutual Funds
- Investment Strategies
- Asset Allocation
- Finance
- Series 7
- New Business Development
- Investment Management
- Investments
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