Nashville - One Nashville Place

Ayushi Patel

Senior Portfolio Associate

150 4th Ave N, Suite 1410
Nashville, TN 37219

Ayushi Patel
Ayushi Patel

About Ayushi

Ayushi strives to help clients achieve their long-term financial goals by providing personalized advice and strategic insights. In her role as Senior Portfolio Associate, she collaborates closely with the team’s portfolio manager to craft tailored, client-focused strategies that aim to foster a distinct and positive client experience.

With a background in private markets and venture capital, Ayushi brings an understanding of key business drivers and investment opportunities, gained from both her entrepreneurial journey and hands-on experience in the venture capital sector. She seeks to offer valuable perspectives on financial strategies, as well as identify potential growth areas within a portfolio.

Outside of work, Ayushi enjoys engaging in board games, exploring diverse cuisines, and reading about innovative businesses across various industries.

Education and Professional Milestones

- Ahmedabad University, India - bachelor’s degree