Profil
Mr. Yashesh K.
Patel, CFA MBA, is a Chief Operating Officer at Good Harbor Financial LLC and a Chief Operating Officer & Partner at Cedar Capital LLC.
He brings over 15 years of professional experience to the firm.
His responsibilities include the management and leadership of operations, technology, trading, and portfolio management.
Prior to joining Cedar Capital, a partner company of Good Harbor Financial, he was a quantitative equity analyst for Allstate Investments, developing and implementing model-driven trading strategies.
Previous to that, he worked and consulted for hedge funds including Bridgewater Associates and Citadel Investment Group.
He earned a MBA with Honors from The University of Chicago Booth School of Business and a BS CSE from The Ohio State University.
Postes actifs de Yash Patel
| Sociétés | Poste | Début |
|---|---|---|
Cedar Capital LLC
 Cedar Capital LLC Investment ManagersFinance Cedar Capital LLC is an independent, SEC-registered investment advisor headquartered in Barrington, Illinois. The firm was founded by Paul R. Ingersoll and Neil R. Peplinski in 2014. Cedar Capital offers investment advisory services to individuals, pension and profit-sharing plans, investment companies, state or municipal government entities, insurance companies, charitable organizations, registered investment companies, corporations and other business entities and Financial Intermediaries. | Directeur des opérations | - |
Good Harbor Financial LLC
 Good Harbor Financial LLC Investment ManagersFinance Good Harbor Financial LLC (GHF) is an investment advisory firm headquartered in Barrington, Illinois. The firm was founded by Neil Peplinski in 2003 and is a wholly-owned subsidiary of Cedar Capital LLC, which is ultimately owned by Peplinski Cedar LLC. GHF develops and manages a comprehensive suite of tactical investment solutions designed to fit into a wide range of portfolios for institutions, private investors and their financial advisors. | Directeur des opérations | 01/03/2010 |
Anciens postes connus de Yash Patel
| Sociétés | Poste | Fin |
|---|---|---|
Bridgewater Associates LP
 Bridgewater Associates LP Investment ManagersFinance Bridgewater Associates LP (Bridgewater) is a registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients. | Corporate Officer/Principal | - |
Allstate Investments LLC
 Allstate Investments LLC Investment ManagersFinance Allstate Investments /Private Equity(Allstate Investments) is a private equity division of The Allstate Corporation. The firm is headquartered in Northbrook, Illinois. | Corporate Officer/Principal | - |
Formation de Yash Patel
| The University of Chicago | Masters Business Admin |
| The Ohio State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Allstate Investments LLC
Allstate Investments LLC Investment ManagersFinance Allstate Investments /Private Equity(Allstate Investments) is a private equity division of The Allstate Corporation. The firm is headquartered in Northbrook, Illinois. | Finance |
Good Harbor Financial LLC
Good Harbor Financial LLC Investment ManagersFinance Good Harbor Financial LLC (GHF) is an investment advisory firm headquartered in Barrington, Illinois. The firm was founded by Neil Peplinski in 2003 and is a wholly-owned subsidiary of Cedar Capital LLC, which is ultimately owned by Peplinski Cedar LLC. GHF develops and manages a comprehensive suite of tactical investment solutions designed to fit into a wide range of portfolios for institutions, private investors and their financial advisors. | Finance |
Bridgewater Associates LP
Bridgewater Associates LP Investment ManagersFinance Bridgewater Associates LP (Bridgewater) is a registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients. | Finance |
Cedar Capital LLC
Cedar Capital LLC Investment ManagersFinance Cedar Capital LLC is an independent, SEC-registered investment advisor headquartered in Barrington, Illinois. The firm was founded by Paul R. Ingersoll and Neil R. Peplinski in 2014. Cedar Capital offers investment advisory services to individuals, pension and profit-sharing plans, investment companies, state or municipal government entities, insurance companies, charitable organizations, registered investment companies, corporations and other business entities and Financial Intermediaries. | Finance |
