Jigar Patel
Chief Executive Officer at Maryland Health Management LLC
Net worth: 624 678 $ as of 2024-04-29
Profile
Mr. Jigar H.
Patel, CFA, is a Managing Director at CIBC Private Wealth Advisors, Inc. and a Chief Executive Officer at Maryland Health Management LLC.
At CIBC, he is an investment portfolio manager and co-heads the hedge fund research efforts within the Multi-Manager Investment Program (MMIP), based in New York.
With over 15 years of industry experience, he is responsible for managing the MMIP hedge fund platform.
Prior to joining the CIBC in 2007, Mr. Patel was a research analyst for Asset Alliance.
His responsibilities included assisting the chief investment officer in hedge fund portfolio construction and quantitative research for the firm’s multi-strategy, long/short equity and CTA-focused fund of funds.
Prior to Asset Alliance, he worked as an analyst in the Interest Rate Derivatives Group for Bank of America, where he helped analyze risk for derivative portfolios.
He started his career as an institutional equity trader employing quantitative trading strategies with BNY Mellon’s Quantitative Equity Trading Group (QETG).
He earned a Bachelor of Science in finance from Rutgers University and a Master of Science in financial engineering with honors from the New York University (NYU) Tandon School of Engineering.
He holds the Chartered Financial Analyst designation.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-06-29 | 86,200 ( 0.43% ) | 624 678 $ | 2024-04-29 |
Jigar Patel active positions
| Companies | Position | Start |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Director of Research - Equity | 2006-12-31 |
Maryland Health Management LLC
 Maryland Health Management LLC Specialty StoresRetail Trade Part of Ascend Wellness Holdings, Inc., Maryland Health Management LLC is a company that operates medical cannabis stores. The company is based in Baltimore, MD. The CEO of the company is Jigar H. Patel. | Chief Executive Officer | - |
Former positions of Jigar Patel
| Companies | Position | End |
|---|---|---|
Asset Alliance Corp.
 Asset Alliance Corp. Investment ManagersFinance Asset Alliance Corp. provides investment management services. It offers private equity, mutual, and hedge funds and advisory services. The company was founded by Bruce Howard Lipnick and Arnold Lawrence Mintz on May 15, 1996 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
The Bank of New York Mellon Corp. (Investment Management)
 The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Corporate Officer/Principal | - |
Bank of America Capital Advisors LLC
 Bank of America Capital Advisors LLC Investment ManagersFinance Founded in 1998, Bank of America Capital Advisors LLC is a hedge fund manager and private equity fund-of-funds advisor located in Boston. They are a subsidiary of NB Holding Corp and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Analyst-Equity | - |
Training of Jigar Patel
| Rutgers State University of New Jersey | Undergraduate Degree |
| New York University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Asset Alliance Corp.
Asset Alliance Corp. Investment ManagersFinance Asset Alliance Corp. provides investment management services. It offers private equity, mutual, and hedge funds and advisory services. The company was founded by Bruce Howard Lipnick and Arnold Lawrence Mintz on May 15, 1996 and is headquartered in New York, NY. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Founded in 1998, Bank of America Capital Advisors LLC is a hedge fund manager and private equity fund-of-funds advisor located in Boston. They are a subsidiary of NB Holding Corp and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Finance |
The Bank of New York Mellon Corp. (Investment Management)
The Bank of New York Mellon Corp. (Investment Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Investment Management) (BNY Mellon) is the asset management arm of The Bank of New York Mellon Corp. (NYSE: BK), an American investment banking services holding company headquartered in New York City. The firm was founded as the result of the merger between The Bank of New York Company, Inc. and Mellon Financial Corporation in 2007. BNY Mellon is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. They provide investment management services to financial institutions, corporations, government entities, endowments/foundations and high-net-worth individuals. | Finance |
Maryland Health Management LLC
Maryland Health Management LLC Specialty StoresRetail Trade Part of Ascend Wellness Holdings, Inc., Maryland Health Management LLC is a company that operates medical cannabis stores. The company is based in Baltimore, MD. The CEO of the company is Jigar H. Patel. | Retail Trade |
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