Loading profile…
Loading profile…
Ankur Patel — Vice President of Investments · Ellevest · Monroe, New Jersey, United States.
Direct contact
1 verified contact method on file — work email. Masked until you unlock.
Free account, no card required. Your first unlock is on us.
Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
Or explore more contacts in this database — from 60 credits.
About
Chief Investment Officer at Ellevest with more than 20 years across institutional and wealth management. My background spans asset allocation, portfolio construction, and manager due diligence, with deep experience in multi-asset portfolio management for high-net-worth and institutional clients. These days, my focus is on making complex financial markets easier to understand. And directing capital toward the gaps our industry has long overlooked.
Experience
Vice President Wealth Strategist - Investments
Lenox Wealth Advisors dba Wealthspire Advisors · Greater New York City Area
Jun 2016 – Sep 2019
Education
Skills
Related professionals · Ellevest