Emily Patel, CFA, MBA

Sustainable investing for the next generation

Austin, TX

Hybrid

RIA

Overview

Emily is passionate about sustainable investing and helping clients align their portfolios with their values. She works closely with startup founders and young professionals in the tech sector.

Key Details at a Glance

Years of Experience

6 years

Certifications

CFA

MBA

Primary Client Types

Startup Founders, Tech Professionals

Meeting Style

Virtual

Meeting Frequency

Quarterly

Client AUM Minimum

Services & Specialties

Crypto

Private Markets

Public Markets

Ideal Client & Who I Work Best With

Young professionals looking to start their wealth building journey.

My Process / What to Expect

Fit Call

15 min intro

Goal Setting

Defining your values

Roadmap

Building your sustainable portfolio

Credentials & Background

Education

MBA - UT Austin

Professional Background

Investment analyst at a green tech fund.

Personal Interests

Music Production

Cycling

Painting

Disclosures

All financial advisors on Sherpa are independently verified. This advisor is a registered investment advisor. Past performance does not guarantee future results. Please verify all credentials and perform your own due diligence before engaging services.

Emily Patel

Financial Advisor

Book a free intro call

Typically responds within 24 hours

Hybrid

Does not require in-person meeting

AUM Minimum: Contact for details

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