Mihir Patel

Mihir Patel

Managing Director–Wealth Management, The KPK Group at Morgan Stanley Private Wealth Management

Mihir Patel serves as one of the senior partners, COO and CFO of The KPK Group. In addition to managing the daily operations of The KPK Group, Mihir works with his partners to form macroeconomic views of the markets for proper client portfolio allocation. He also employs the short-term trading strategies for clients in global capital markets. Mihir spent the first 10 years of his career as a client associate and financial advisor at Merrill Lynch & Co. before joining Morgan Stanley in 2011 as a managing director. He has completed his Certified Financial Manager and Certified Market Technician charters. He is a graduate of The University of Richmond, where he received his bachelor’s degree in business administration with concentrations in finance and economics. Mihir lives with his wife, Kristy, in the West Village in New York City.

Contact Details

1290 Avenue of the Americas, 12th Floor
New York, NY 10104

212.883.7777 Website
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