Rootvik Patel

Rootvik Patel is a seasoned professional with over 15 years of experience in investment analysis and asset management. Throughout his career, he has demonstrated strong analytical skills and a keen focus on maximizing investment returns.

Rootvik's educational background includes an M.B.A. in Finance & Financial Consulting from SMU Cox School of Business, a Bachelor of Business Administration (BBA) in Finance from The University of Texas at Austin, and a B.B.A. in Finance from Texas McCombs School of Business.

With a rich history in various roles at Civitas Capital Group, Rootvik has held positions ranging from Managing Director to Vice President, showcasing his expertise in managing multi-million dollar investment portfolios and executing complex transactions.

Prior to his tenure at Civitas Capital Group, Rootvik served in investment management roles at Headington Oil Company and Northern Trust, further expanding his experience and knowledge in the financial industry.

Rootvik excels in all aspects of investment management, from deal sourcing and analysis to capital markets and asset management. His dedication to financial and operational analysis has consistently led to successful investment strategies and portfolio growth.