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Nishi Patel — Analyst, Investments and Manager Research · Westfuller | The Family Office Stack

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Nishi Patel

Investments | Portfolio Management | Impact Investment | MS Finance | CFA 2

Analyst, Investments and Manager Research · Westfuller

Role confidence VerifiedLocation New York, New York, United StatesFollowers 2.8KConnections 2.8K

Nishi Patel — Analyst, Investments and Manager Research · Westfuller · New York, New York, United States.

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About

With a deep passion for leveraging the power of capital to drive positive change, I specialize in investment analysis, working to bridge financial goals with sustainable, social, and environmental outcomes.

I'm always happy to help others aspiring to a career in impact investing or investment analysis.

Experience

Analyst, Investments and Manager ResearchCurrent
Westfuller · New York, NY
Sep 2024 – Present
Private Investor
Sakana AI
Oct 2025 – Oct 2025

Education

Zicklin School of Business — Msc in Finance, Finance, General · 2021 – 2023
SVKM's Narsee Monjee Institute of Management Studies (NMIMS) — Bachelor of Business Administration, Finance, General · 2016 – 2019

Skills

Portfolio ManagementImpact Investingimpact measurementWritten CommunicationProject ManagementWritingSell SideCarbon AccountingGreenhouse Gas (GHG) ProtocolTask Force on Climate-Related Financial Disclosures (TCFD)Sustainability

GHG Accounting

Financial Modeling

Valuation

EXCEL

Financial Analysis

Communication

Financial Planning

Wealth Management

Related professionals · Westfuller

Danielle Lumetta — Director of Strategic Growth and Alternative Investments
Dorian Fuller — Deputy Chief Operating Officer
Ellen Chiu, CFA, CAIA — Director, Senior Portfolio Strategist
Ian Fuller — Co-Founder and CEO
Kara Kelly, CFP — Senior Managing Director, Wealth Management
Kreg Kerr — Vice President

Organisation

Westfuller

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown