Sharvil Patel
Strategic Investment Leadership
Driving Alpha · Quantitative Precision · Global Allocations
Building Portfolios.
Driving Alpha.
I'm an investment professional with a passion for data-driven portfolio management and wealth advisory. With experience spanning institutional asset management, family offices, and equity research across the U.S. and India, I bring a global perspective to investment strategy.
Currently at Northern Trust, I optimize client portfolios and streamline advisory processes — delivering measurable results through analytical rigor and collaborative problem-solving.
Brandeis International Business School
MS Finance
University of Mumbai
MCom + BMS
Career Timeline
A track record of delivering results across institutional asset management, family offices, and investment research.
Northern Trust
Investment Associate
Spearheading customized portfolio solutions for global institutional clients and UHNW family offices. Designing and executing complex asset allocation strategies leveraging advanced proprietary models to maximize risk-adjusted alpha.
M3 Family Office
Due Diligence Intern
Conducted rigorous fundamental and quantitative due diligence on private markets and alternative investments. Authored comprehensive investment memos that guided high-conviction capital deployment for family principals.
Abakkus Asset Manager LLP
Investment Analyst
Oversaw macroeconomic research and bottom-up equity valuation in emerging markets. Presented deep-dive thematic analyses to the investment committee, directly influencing sector-weighting decisions.
Core Competencies
A comprehensive toolkit spanning advanced quantitative modeling, institutional platforms, and emerging AI technologies.
Financial Modeling
Software & Data
Investment Research
Portfolio Management
Platform / Systems
AI & Automation
Academic Background
Brandeis International Business School
Master of Science in Finance
UPG College, University of Mumbai
Master of Commerce (MCom)
UPG College, University of Mumbai
Bachelor of Management Studies (BMS)
Let's Connect
Interested in discussing investment opportunities, quantitative portfolio strategies, or exploring synergies? I'd love to hear from you.
Sharvil Patel
Investment Professional
Phone (USA)
+1 (857) 236-0158WhatsApp Connect
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