Ahara Advisors Promotes Jay Patel to Vice President

Ahara Advisors is pleased to announce the promotion of Jay M. Patel, CFA to Vice President. During his tenure, Jay has helped the firm triple the client base, deepen its relationships with key stakeholders, and improve the quality and service offered.  Jay will continue to focus on servicing our clients and researching investment opportunities.

"Jay has been instrumental in taking Ahara to an efficiently operating family office provider while also contributing to a positive, cooperative, and supportive experience for our clients” said Kamel Tarazi, Chief Operating Officer.

“Jay has helped us identify and research some great investment opportunities for clients since he joined Ahara,” said Aseem V. Garg, founder and Chief Investment Officer. “He supports our clients through their most challenging and sticky issues.  He has helped our clients roll funds from legacy retirement vehicles into self-directed accounts, while also transferring esoteric assets, such as crypto currencies, away from potentially unstable custodians.”  

Prior to joining Ahara Advisors, Jay spent seven years in Bank of America’s investment banking group, in roles that spanned equity research and leveraged finance.

Jay graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science degree in Business Administration, with a concentration in Finance. He is also a CFA Charterholder.