Rutvik Patel, CFA

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Rutvik Patel, CFA

Rutvik Patel, CFA is a financial services professional with 12+ years of experience in corporate finance. His expertise in corporate financial planning & analysis and treasury coupled with his experience in business strategy enables him to work on a broad set of responsibilities. Rutvik works for the Office of CEO at Cowen where his responsibilities include performing competitive analysis, providing analytics on the firm’s financial and operating metrics, and supporting investor relations.

Prior to joining Cowen, Rutvik held roles in corporate finance at J.P Morgan Chase after starting his career in their Corporate Development Program. Rutvik graduated from University of Delaware with a B.S. in Finance.

June 2021


Leveraging Sponsorship to Catapult Your Career: a Conversation with Cowen

Tune in to this discussion, led by Cowen, to learn more about how you can leverage sponsorship to build new connections, achieve your career goals, and advance your career. This session will feature CFA charterholders at Cowen discussing the role sponsorship has played in their career paths, with special focus on sponsorship across differences, and how sponsorship can serve as an important inclusion strategy for leaders.

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Conference / Seminar, Diversity & Inclusion Forum, Virtual Events & Programming, Young Leaders
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