Prat S. Patel
Profile
Mr. Prat S.
Patel, CFA, is a Portfolio Manager at Aegon USA Investment Management LLC.
Mr. Patel was previously employed as Vice President & Senior Investment Analyst by Transamerica Asset Management, Inc., an Analyst by GFG Capital LLC, and Investment Analyst by Lake Partners, Inc.
Mr. Patel holds a Bachelor of Science degree in Finance and International Business from New York University.
He also holds CFA and CAIA designations.
Former positions of Prat S. Patel
| Companies | Position | End |
|---|---|---|
GFG Capital LLC
 GFG Capital LLC Investment ManagersFinance GFG Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was co-founded by Mauricio Gruener and Eduardo Gruener in 2003. GFG Capital provides portfolio management services to individuals, high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations and insurance companies. | Corporate Officer/Principal | - |
Transamerica Asset Management, Inc.
 Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Analyst-Fixed Income | - |
Lake Partners, Inc.
 Lake Partners, Inc. Investment ManagersFinance Founded in 1989 by Frederick Lake and Ronald Lake in 1989, Lake Partners, Inc. is a hedge fund manager located in Stamford, Connecticut. | Analyst-Equity | - |
Training of Prat S. Patel
| New York University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Lake Partners, Inc.
Lake Partners, Inc. Investment ManagersFinance Founded in 1989 by Frederick Lake and Ronald Lake in 1989, Lake Partners, Inc. is a hedge fund manager located in Stamford, Connecticut. | Finance |
Transamerica Asset Management, Inc.
Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Finance |
GFG Capital LLC
GFG Capital LLC Investment ManagersFinance GFG Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was co-founded by Mauricio Gruener and Eduardo Gruener in 2003. GFG Capital provides portfolio management services to individuals, high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations and insurance companies. | Finance |
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