Neel Patel has been appointed as vice president of structured investments at iCapital, effective mid-June 2025. In this role, Patel will focus on broker-dealer relationships, structured products and revenue growth.
During the seven years he spent as senior director of national accounts at Ashford Securities, a Dallas-based financial services firm, Patel oversaw national accounts, strategic partnerships, sales and alternative investment opportunities. Prior to joing Ashford Securities, Patel served as director for Cliffwater, a private markets firm based in Marina del Rey.
Patel has a bachelor’s degree in business finance and management from Goucher College, as well as Series 7, 63 and 65 FINRA certifications.
