Roshan Patel

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Roshan Patel


Junior Portfolio Manager

Join Date: January 2021

Roshan is responsible for the investment and monitoring of client portfolios.

Prior to joining Alesco Advisors, Roshan worked in the Product Control department at Citigroup where he produced daily reports for the Rates trading business and monitored interest rate derivatives held by the business. Prior to Citigroup, Roshan interned at Manning & Napier Advisors in their Reconciliation department.
 

Credentials & Education

  • Bachelor of Science, Corporate Finance, St. John Fisher College
  • CFA Level 1 Candidate

Personal Life

Roshan is a graduate of Victor High School and currently resides in Victor, NY. In his free time he enjoys traveling, exercising, and keeping up with the latest music and television trends.