Ron Patel, Head of Finance - Investment Analysis and Valuations

As the Head of Finance – Investment Analysis and Valuations, Ron combines financial expertise with strategic insights. His role involves preparing and analyzing valuation models for the management team and Board of directors. He also manages the firm’s budgets, forecasts, treasury function, and investor relations for our shareholders, always looking for gains in efficiency and providing unique insights.

Ron’s journey began at Treasury Group, where he joined in finance team in 2008. Since then, he has honed his skills and expanded his knowledge, becoming a trusted advisor with diverse skillset within the organization.

Ron graduated from the University of New England with a Master of Professional Accounting. He is a CPA and a CFA® charterholder. His professional passion for investment management and financial analysis is matched with a love for golf, tennis, and photography.