Shrey Patel
Portfolio Manager-Equities at Estate Counselors LLC
Profile
Mr. Shrey Patel is a Chief Portfolio Manager at Estate Counselors LLC.
He oversees the development of The Milwaukee Company’s investment strategies and the management of client portfolios.
Prior to joining the firm, Mr. Patel worked in the financial services industry and assisted traders by developing algorithms that identified arbitrages in futures and fixed income markets.
He earned his Master’s degree in Finance from IIT Stuart School of Business in Chicago and also holds a Bachelor’s degree in Computer Engineering.
Shrey Patel active positions
| Companies | Position | Start |
|---|---|---|
Estate Counselors LLC
 Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Portfolio Manager-Equities | 2013-12-31 |
Training of Shrey Patel
| Stuart School of Business | Graduate Degree |
| University of Pune | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Finance |
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