Vijay Patel, CFA, FRM, CIPM

Researcher and Trader

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Hello, that's me!

Thanks for visiting my personal website. I am a researcher and trader specializing in equity options. My experience ranges from investment management to mergers and acquisitions. I currently work for BNY Mellon as an Associate Portfolio Manager for seed capital. Previously, I worked for City National Rochdale, managing institutional and high net worth portfolios. Prior to that, I worked in the fund industry for BPV Capital, managing an options-based hedged equity mutual fund. My research focuses on optimizing option strategies and analzying volatility.

I graduated from the University of Tennessee in 2014 with a B.S. in Finance and Economics, and a minor in Accounting. Prior to graduation, I studied abroad at the London School of Economics taking the course: "Options, Futures, and Other Derivatives".

I currently hold a CFA Charter, FRM and CIPM Certifications, and the Series 7, 63, 65 licenses.

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What I offer Skills

Valuation

Experienced in asset valuation and equity research

Risk Modeling

Created stress test models using various VaR methods

Programming

Proficient in Java, Python, VB/VBA, MATLAB, SQL and HTML

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My Experience Work History

What I've taken Certifications/Licenses

CFA Charterholder

October 2018

FINRA Series 7, 63, 65

October 2019

TN Real Estate Affiliate Broker

2011-2013

FRM Certification

July-2018

CIPM Certification

November-2018

eCornell: Hotel Real Estate Investments and Asset Management

Summer 2012

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