Nevan Patel joined Waverly in July of 2024. He serves as an Associate Investment Analyst at the firm. Nevan enjoys improving financial strategies for high-net-worth clients through thorough analysis of real estate and securities investments. The review of market trends, exploring the intricacies of economic indicators, and understanding the nuances of various industries, while evaluating investment opportunities and providing strategic insights that help guide clients achieve their financial goals is most fulfilling.
Nevan is an avid golfer and enjoys watching and talking about any sport. He also likes to travel and cook new dishes he found on his trips. Additionally, spending time with family and friends is a big part of his life.