Tanay Patel

Associate

Tanay Patel is an investment associate in CIBC Private Wealth Management’s Boston office. In this multifunctional role, Tanay supports investment traders and portfolio managers with daily trading and administration of managed accounts. He also provides the Head of Equities with analytical and administrative support, and researches economic and company-specific data used for quantitative and qualitative modeling of investments.

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. Previously, he served as a mutual fund accountant for Brown Brothers Harriman, ensuring the accurate nightly net asset value for five mutual funds.

Tanay received a Bachelor of Science degree in corporate finance and accounting from Bentley University. Currently he is pursuing his Master of Business Administration degree in Entrepreneurship at Babson College.