Yash Patel, CFA®Portfolio Manager
organizational roles
- Portfolio Manager
- Investment Committee Member
- Operations
education + awards
- MBA, The University of Chicago Booth School of Business (Honors)
- BS CSE from The Ohio State University
Yash Patel is a portfolio manager with Kingsview and brings 14 years of professional experience to the firm. Prior to joining Kingsview, Yash was the COO of Cedar Capital, a partner company of Good Harbor Financial, where some of his responsibilities included the management and leadership of operations, technology, trading, and portfolio management. His previous role as quantitative equity analyst for Allstate Investments lead him to develop and implement model-driven trading strategies.
Yash has also worked and consulted for hedge funds including Bridgewater Associates and Citadel Investment Group. Preceding his career in financial services, Yash spent several years in the software industry with a focus on systems architecture and application development. Yash earned a MBA with Honors from The University of Chicago Booth School of Business and a BS CSE from The Ohio State University.