Dhairya Patel

Dhairya C. Patel is an Investment Associate at CM Wealth Advisors, where he serves as a key member of the investment team. His responsibilities include manager monitoring and reporting across all public and private asset classes, as well as comprehensive investment reporting for clients. This role requires a broad understanding of both traditional and alternative investments to support multi-family office and institutional client portfolios.

Prior to joining CM Wealth Advisors in 2024, Dhairya held project consulting roles at Woodside Health and academic positions such as Graduate Teaching Assistant at The Ohio State University Fisher College of Business. His background spans financial services, real estate, and higher education, providing him with a well-rounded perspective on diverse investment strategies.

Dhairya holds a BA in Finance and a BA in Economics from the University of Toledo, and earned an MS in Finance from The Ohio State University. He is also currently pursuing the CFA designation, underscoring his commitment to deepening his expertise in investment management and portfolio analysis. His work centers on public and private asset classes, enhancing manager selection and monitoring processes in the wealth management sector.