Aakash Patel

Analyst


(646) 632-3973
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Professional Experience


I joined the Edgemont team in June 2022. Previously, I was an Analyst at FE International, where I performed sell-side M&A advisory for SaaS businesses. Prior to FE International, I worked at Lek Securities Corporation and EY. I graduated from Lehigh University College of Business and Economics with a Bachelor of Science in Finance and Accounting as a double major. I hold the series 7, 27, 63, and 79 securities licenses, the CPA accreditation, and have passed Level 2 of the CFA.

Outside of Work


I enjoy playing tennis, squash, and card games, as well as watching most things New York sports and Marvel. I also love going dancing, trying new restaurants, and spending time with friends and family.