Jay Patel is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He has worked at Ahara Advisors since 2022 and previously held positions at Bofa Securities, Inc. and Bank of America Merrill Lynch. Ahara Advisors is a small, supported advisory firm serving families, high-net-worth individuals, and institutional clients. The firm employs an institutional-style approach to family financial planning, combining detailed financial analysis with customized stress testing and ongoing consulting, while providing daily transparency on liquid positions and a formal process for presenting alternative investment opportunities.

Aseem Garg is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Ahara Advisors since 2021. Prior to this, he worked at Tetragon Financial Group from 2015 to 2021. He is a minority owner of several private investment pass-through entities, which he uses periodically for personal investments. Ahara Advisors provides portfolio management, trade execution, and financial consulting primarily to families, high-net-worth individuals, and institutional clients. The firm employs an institutional-style approach to family financial planning and combines fundamental analysis with tactical and strategic asset allocation, offering transparency and specialized consulting services through a two-person advisory team.