• Senior Alternative Investments Associate

Milan Patel


Meet Milan Patel

Milan joined SFMG as a Client Service Associate in February 2019 after graduating from the University of Texas at Arlington with a Bachelor’s of Business Administration in Economics and Finance. Prior to SFMG, he interned at UBS Financial Services in portfolio management. Milan now serves clients as a member of the Investment Management Team where he utilizes his passion for investments through facilitating all of the firm’s alternative investments, including private credit, real estate, private equity, and more. Milan’s favorite thing about SFMG is the collaborative culture and believes the path to success is paved by teamwork! Outside of work, he spends most of his time traveling with his best friend and wife, Aarti. Though, you can also find them taking a stroll through Legacy West with their goldendoodle pups, Kobe and Minnie, or jamming out at your nearest Taylor Swift concert. Oh, and did we mention he’s a big sneakerhead?!


University of Texas at Arlington

Philanthropic Involvement

Jai Sachitanand Sangh Youth

Credentials / Certifications

Data analytics, alternative investments, trade verifications, assistance with portfolio management.

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