Parth Patel

Senior Client Associate, Associate

Parth Patel is a Senior Client Associate with the Rockefeller Family Office in Philadelphia, Pennsylvania. Parth is responsible for supporting clients through day-to-day client services and operations. Prior to Rockefeller, Parth had three six-month co-op experiences at Goldman Sachs, FS Investments, and Arkema Inc. as a Private Wealth Management Analyst, Fund Management Analyst, and Financial Data Analyst, respectively. At Goldman Sachs, Parth worked within their Private Wealth Management arm supporting several financial advisors and their analysts with preparing client meeting materials including portfolio reporting and investment research for ultra-net-worth individuals, businesses, foundations, and endowments. Parth was also able to work with advisors on business development to generate new business. Parth graduated Summa Cum Laude from Drexel University with a Bachelors in Science and Business Administration concentrated in Finance and Business Analytics. Parth currently resides in Hatfield, Pennsylvania.