Nilesh Patel, CFA in

Nilesh Patel, CFA

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Public and Private Credit at 9fin
📍 New York, New York, United States

Nilesh Patel is a seasoned credit professional at 9fin with extensive experience in public and private markets, data analysis, and portfolio management. Holding an MBA from Columbia Business School and a CFA charter, colleagues commend him for being knowledgeable, market savvy, and hard-working. He specializes in transforming complex data into actionable business insights across various financing sectors.

Nilesh maintains a strong connection to his undergraduate alma mater, Boston University. He founded and serves as Managing Director of Terrier Partners, a firm whose name pays homage to the universitys mascot, suggesting a deep-seated pride and long-term affinity for the institution and its community. This link highlights a personal passion integrated into his professional identity.

Unique fact: He named his long-standing advisory firm, Terrier Partners, after the Boston University Terriers, the mascot of his alma mater.

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Experience
30 Years
Current Role
Public and Private Credit
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Nilesh cares about

Private Credit Markets
His career at 9fin, Reorg, a private family office, and Terrier Partners has been heavily focused on both public and private credit opportunities.
ESG & Impact Investing
Lists ESG and impact investing as key professional interests and previously served as an ESG Portfolio Manager, indicating a focus on sustainable finance.
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Career

Work history

1-2024
Public and Private Credit
9fin
11-2009
Managing Director
Terrier Partners
7-2020 - 1-2024
Private Credit
Reorg
5-2019 - 6-2020
Private Credit
Private Family Office
6-2007 - 11-2009
Portfolio Manager
Visium Asset Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
MBA
Columbia Business School
BSBA
Questrom School of Business, Boston University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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