Aman R. Patel, CFA

Aman has over two decades of experience as an equity research analyst and portfolio manager in institutional asset management. Mr. Patel began his career in sell side equity research working at Prudential Securities and the Union Bank of Switzerland before attending the Tepper School of Business at Carnegie Mellon University, where he received his MBA in Finance and Strategy. Upon graduation in  2002, Aman joined Systematic Financial Management (an affiliate of AMG), a U.S equity value manager emphasizing both quantitative and fundamental disciplines. His quanta-mental  approach leveraged proprietary quantitative screens incorporating both value and momentum factors. Through his tenure at Systematic over the last 17 years, Aman became a portfolio manager and partner, helping firm wide assets peak at approximately $15 billion USD, and generated positive alpha on an annual basis since inception for investors in his strategy. He has also attained a Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts (NYSSA).


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