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Yash P
CFA®, Series 63, Series 66
Fremont, CA
AGenTech Equities, LLC
Yash Patil is a CFA charterholder and securities licensed advisor with five years of industry experience. He is the principal of AGenTech Equities, LLC and previously worked at City National Rochdale and Northern Trust. AGenTech Equities provides discretionary portfolio management primarily for high-net-worth individuals, focusing on U.S. exchange-listed equities and related options strategies. The firm combines top-down thematic research with bottom-up fundamental and technical analysis to manage concentrated, options-driven portfolios on a discretionary basis.
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