• Alternative Investment Coordinator

Milan Patel

BIO

Meet Milan Patel

Milan joined SFMG as a Client Service Associate in February 2019. He interned at UBS Financial Services 2.5 years prior to joining SFMG. Milan now serves clients as a member of the Investment Management Team where he utilizes his passion for investments by assisting with operations involving trades, portfolio management, and alternative investments. 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. You can find them taking a stroll through Legacy West with our goldendoodle pup, Kobe, or on an airplane to Bora Bora. There is no in-between!

Education

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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