Dhairya C. Patel is an investment associate with CM Wealth, a multi-family office serving multi-generational clients in areas of wealth management and lifestyle services.

Dhairya C. Patel
Investment Associate

Joined CM Wealth: 2024
Entered industry: 2024

Dhairya C. Patel is an investment associate and a member of CM Wealth’s investment team. His focus includes manager monitoring and reporting for all public and private asset classes, in addition to client investment reporting.

Dhairya received his bachelor’s degrees in finance and economics from the University of Toledo, and then his master’s degree in finance from The Ohio State University. He is currently pursuing a CFA designation.

In his free time, Dhairya likes to spend time with family, pursue personal health and fitness, and engage in spontaneous activities with his friends.

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