Ashish Patel
About Ashish Patel
Ashish Patel is a Director at Performance Trust Capital Partners in Chicago, Illinois, where he has worked since 2021. He has a background in economics from UNC Chapel Hill and has held various positions in investment banking and wealth management.
Work at Performance Trust Capital Partners
Ashish Patel has been serving as Director at Performance Trust Capital Partners since 2021. In this role, he has contributed to the firm's strategic initiatives and client engagement efforts. Prior to his current position, he held the role of Vice President at the same firm from 2017 to 2021, where he focused on investment banking activities. Patel's tenure at Performance Trust Capital Partners spans several years, showcasing his commitment to the organization and its objectives.
Education and Expertise
Ashish Patel earned a degree in Economics from the University of North Carolina at Chapel Hill, where he studied from 2007 to 2011. This educational background has equipped him with a solid foundation in economic principles, which he applies in his professional roles. His expertise in economics complements his extensive experience in investment banking and wealth management.
Background
Before joining Performance Trust Capital Partners, Ashish Patel began his career as an Investment Banking Analyst at Raymond James & Associates, Inc from 2011 to 2014. He gained valuable experience in financial analysis and client advisory during this time. Additionally, he completed internships in wealth management at Morgan Stanley and Wells Fargo Advisors in 2009 and 2010, respectively, which provided him with early exposure to the financial services industry.
Career Progression
Ashish Patel's career reflects a steady progression within the finance sector. After his initial roles as a Wealth Management Intern, he transitioned to an Investment Banking Analyst position at Raymond James & Associates. He then joined Performance Trust Capital Partners as an Investment Banking Associate from 2015 to 2017, before advancing to Vice President and ultimately Director. This trajectory highlights his growth and increasing responsibilities within the industry.