Tanay Patel is a senior client service manager in CIBC Private Wealth’s Boston office with over 10 years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service, account administration and fiduciary oversight for high-net-worth individuals, families and foundations. Tanay particularly focuses on portfolio implementation and asset allocation trading for clients. Tanay was a former member of the central equity SMA trading team.

Prior to joining the firm, Tanay was a hedge fund accountant for SS&C Technologies, which provides cloud-based financial technology solutions, responsible for hedge fund administration.

Tanay earned a Bachelor of Science degree in corporate finance and accounting from Bentley University and a Master of Business Administration degree in entrepreneurship with a concentration in finance at Babson College.