Ankur Patel, CFA in

Ankur Patel, CFA

Judge · DISC type Dc
VP of PWM Investments at Ellevest
📍 Monroe, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
19 Years
Current Role
VP of PWM Investments
Job Level
Senior
Location
Monroe, New Jersey, United States
Personality Overview

How Ankur shows up

Features Driven
Fast But Wary
Demanding

They prefer to be the ones controlling the conversation or defining the terms. They are not always relationship oriented. They respond well to strong and respectful communication.

Priorities

Topics Ankur cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2022
VP of PWM Investments
Ellevest
9-2019 - 12-2022
Senior Portfolio Manager
Ellevest
6-2016 - 9-2019
Vice President Wealth Strategist - Investments
Lenox Wealth Advisors
3-2010 - 5-2016
Vice President, Portfolio Construction
Credit Suisse Private Banking - Assets & Investments
7-2006 - 4-2009
Associate
BlackRock
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2006
Bachelor of Science
Drexel University's LeBow College of Business
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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