Kuntal Patel, Investment Assistant

In order to make proper investment decisions, data needs to be examined carefully and accurately. This is an important and time consuming job which requires examining data in multiple view points. As Wisconsin Wealth Advisors’ Investment Assistant, Kuntal works as a second pair of eyes to assists with stock analysis, portfolio modeling, and evaluating accounts. He also helps manage client documents and maintain database organization.

Professional Data

• B.S. degree in Personal Finance
• Started as an Intern with Wisconsin Wealth advisors in June 2009 and became a full-time member June 2010
• Formerly interned with Harbour Investments from May 2008 until May 2009

Community Involvement

• Actively involved with Swathyia, and Swaminarayan , both Hindu religious organizations
• Former Member of (ISA) Indian Student Association
• Former Financial Director of LAC (Languages after Classes)

Personal Information

Kuntal recently graduated from the University of Wisconsin-Madison. In his free time he enjoys playing tennis, learning new things, and watching Wisconsin sports.