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Akash Patel
Vice President - Consultant Relations at Ivy Distributors, Inc.
Akash Patel, CFA, is currently an Executive Director - West Coast Institutional at J.P. Morgan Asset Management, based in San Francisco, California.1 He joined J.P. Morgan in January 2022 and serves as a Senior Client Advisor focused on building direct relationships across multiple institutional client types in the Western region.1
Prior to his current role, Akash worked at Ivy Investments, where he led marketing activities directed towards institutional investment consultants and centralized research teams at key intermediaries across the west coast.2 Before Ivy Investments, he served as FTSE Russell's primary liaison to western region investment consultants, delivering customized indexing solutions.2
Akash's educational background includes:
- Bachelor of Arts in Economics with International Emphasis from the University of Colorado at Boulder (2000-2004)1
- CFA Charterholder (obtained in September 2016)1
He holds several licenses and certifications:
- Series 65 (October 2012)
- Series 7 (March 2019)
- Series 63 (April 2019)
- Series 3 (April 2022)1
Akash has experience in investment-related roles, including positions as Assistant Portfolio Manager and Senior Research Analyst for various equity strategies at Fisher Investments.2 His expertise spans institutional client relations, investment consulting, and tailored investment solutions across various asset classes.
