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Aarish Patel, CFA, CAIA

Director
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Aarish Patell is a Director at IEQ Capital and has provided investment advice to institutional investors and wealthy families for nearly two decades.

Prior to IEQ Capital, Mr. Patell was an Executive Director at LGT Capital Partners, a $100B+ AUM private equity investor. He had spent ten years in investment consulting, working with large institutional investors, encompassing pensions, endowments, foundations, and family offices. Most recently, he was a Senior Investment Director at Cambridge Associates. He also worked as a Research Consultant at NEPC. He began his career as an investment banking analyst at Bear, Stearns & Co. Inc.

Mr. Patell received a Bachelor of Arts from UCLA. He later earned his Master’s in Business Administration from the University of Chicago Booth School of Business. He holds a Chartered Financial Analyst (CFA) designation and has passed both levels of the Chartered Alternative Investment Analyst (CAIA) exam.

Mr. Patell currently resides in the San Francisco Bay Area with his wife and two children. He enjoys tennis, running, traveling, and following the global financial markets.