Neel B. Patel

Neel B. Patel

VP, Senior National Accounts Manager

Griffin Capital Securities

Mr. Patel is a highly driven financial services professional with over a decade of leadership, product management, sales and portfolio management experience. Prior to joining Griffin Capital Securities, he served as the Director of Alternative Investments at Ameriprise Financial where he led alternative investments platform due diligence efforts for several product lines, as well as the training and education for the sales teams and advisors for their private wealth and institutional clients. Mr. Patel also served as a Portfolio Management Associate at Morgan Stanley Wealth Management and held multiple positions with Wells Fargo.

Mr. Patel holds a Bachelor of Arts degree in Business Management from Goucher College. He is also a Chartered Alternative Investment Analyst (CAIA) and holds FINRA Series 7, 63 and 65 licenses.

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