Khush Patel

Associate, Portfolio Strategy

As a member of the Investment Team, Khush plays an active role in supporting portfolio construction and delivering thoughtful investment solutions tailored to clients’ objectives. In his role, he collaborates with advisors across the firm on asset allocation decisions, assists in the development of customized portfolios, and contributes to performance analysis and manager selection across the platform.

Khush previously worked with the Coral Gables team at NewEdge Wealth, where he supported investment operations, client service, and reporting, building a strong foundation in portfolio analytics and investment processes. Prior to joining NewEdge Wealth, Khush was a Financial Representative at NPC Financial, where he assisted individuals, families, and small businesses with insurance and investment planning.

Khush earned his Bachelor of Science degree in Finance from Nova Southeastern University. Born and raised in London, England, he moved to the U.S. to play collegiate golf for the NSU Sharks. He currently resides in Fort Lauderdale, FL. In his spare time, Khush enjoys playing golf, travelling and following soccer, cricket and motorsports.