Analyst, Equity Research
It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for. (Robert Kiyosaki)
As an Analyst in the Investment Management team, Raj Patel focuses on global equities. He assists in managing portfolio risks to achieve capital preservation.
Prior to joining Gluskin Sheff in 2018, Raj was an Investment Banking Summer Analyst at UBS.
What are your favourite books to recommend?
Outliers (Malcolm Gladwell)
Blink (Malcolm Gladwell)
Good to Great: Why Some Companies Make the Leap…and Others Don’t (Jim Collins)
If you had an entirely different career, what would it be?
What is your favourite place in the world?
Cape Town, South Africa
Contact DetailsEmail email@example.com
EDUCATION & ACHIEVEMENTS
- Completed Chartered Financial Analyst (CFA) Level I & II Exams
- Senior Portfolio Manager, Student-Run Investment Fund at the University of Waterloo
- Honours Bachelor of Arts in Accounting and Financial Management, University of Waterloo (Distinction)
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