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Nashville

Ayushi Patel

Associate Wealth Advisor

150 4th Ave N, Suite 1410
Nashville, TN 37219

Ayushi Patel
Ayushi Patel

About Ayushi

Ayushi strives to help clients achieve their long-term financial goals by providing personalized advice and strategic insights. In her role as Associate Wealth Advisor, she collaborates closely with the team’s portfolio manager to craft tailored, client-focused strategies that aim to foster a distinct and positive client experience.

With a background in private markets and venture capital, Ayushi brings an understanding of key business drivers and investment opportunities, gained from both her entrepreneurial journey and hands-on experience in the venture capital sector. She seeks to offer valuable perspectives on financial strategies, as well as identify potential growth areas within a portfolio.

Outside of work, Ayushi enjoys engaging in board games, exploring diverse cuisines, and reading about innovative businesses across various industries.

Education and Professional Milestones

- Ahmedabad University, India - bachelor’s degree

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