Milan Patel

Milan Patel has extensive experience in the field of alternative investments, currently serving as a Senior Alternative Investments Associate at SFMG Wealth Advisors since February 2019. In this role, Milan is responsible for maintaining data integrity for private equity transactions, distributing K1 tax documents, auditing data for accurate quarterly reporting, and managing workflows in CRM for alternative investments. Previous positions at SFMG include Alternative Investments Associate and Coordinator, where Milan facilitated subscription agreements, funded capital call wires, and created investment summaries. Prior to this, Milan held roles as an Investment Operations Associate and Client Services Associate, focusing on operational efficiency and client support. Milan also completed a finance internship at UBS and worked as an Accounting Assistant at Murphy's Deli. Milan holds a BBA in Finance and Economics from The University of Texas at Arlington.