Profile
Biren C.
Patel currently works at Bank of America, NA (Private Banking), as Portfolio Manager from 2022.
Mr. Patel also formerly worked at Franklin Street Advisors, Inc., as Research Analyst and Monet Bank, as Senior Financial Analyst.
Mr. Patel received his undergraduate degree from Purdue University and Masters Business Admin degree from Kenan-Flagler Business School.
Biren Patel active positions
| Companies | Position | Start |
|---|---|---|
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Portfolio Manager-Equities | 01/08/2022 |
Former positions of Biren Patel
| Companies | Position | End |
|---|---|---|
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates. | Analyst-Equity | 31/03/2008 |
Beal Bank SSB
Beal Bank SSB Savings BanksFinance Provides banking services | Corporate Officer/Principal | - |
Training of Biren Patel
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates. | Finance |
Beal Bank SSB
Beal Bank SSB Savings BanksFinance Provides banking services | Finance |
Purdue University
Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
Kenan-Flagler Business School
Kenan-Flagler Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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