The Patel Team

Merrill Lynch Wealth Management

225 Liberty Street
Floor 41
New York, NY 10281
(212) 284-5700
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Our team has developed and refined a process to assist our client’s in solving their diverse financial needs. We begin with a balance sheet approach to fully understand our client’s financial situation and provide tailored strategies to pursue their short, medium and long-term objectives.
The Patel Team
Merrill Lynch Wealth Management
Welcome

The Patel Team provides customized financial strategies, services and advice for ultra high net worth families and individuals. Based in New York we are a team of investment professionals who recognize the demands and the opportunities that significant wealth can pose. 

As of August 2023, our clients’ have entrusted us with $2.8 Billion in assets. Umesh Trikha was recognized in 2021 in the Forbes Top Next-Generation Wealth Advisors list(Published on September 21, 2021. Rankings based on data as of March 31, 2021) as well as the Forbes Best In State Next Generation Wealth Advisors in 2019(Published on September 4, 2019. Rankings based on data as of March 31, 2019).

Our team is unique at Merrill, as we work with International and Domestic clientele to help them organize their lives.


 
Recognition
Umesh Trikha
Managing Director, International Wealth Advisor
Financial Times "FT400", 2018
(Published on March 22, 2018. Rankings based on data as of June 30, 2017.)
On Wall Street's "Top 40 Under 40", 2019
(Published on February 1, 2019. Rankings based on data as of Dec 31, 2018.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Forbes "America's Top Next-Generation Wealth Advisors", 2018-2019
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2019
(Published on February 20, 2020. Rankings based on data as of June 30, 2018.)
About Us
Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Sanjay Patel
Managing Director, Sr. Resident Director - International Wealth Advisor
212.284.5777
Umesh Trikha,

CIMA®

Managing Director, International Wealth Advisor
212.284.5700
John Roth
Senior Vice President, Sales Manager - International Wealth Advisor
212.284.5667
MANPREET SALUJA,

CRPC™

Financial Advisor
212.382.8562
Nicholas Nanas
Senior Financial Advisor
212.284.5775
Logan B Wolf,

APMA™

International Relationship Manager
212.284.5615
Christopher Price
Registered Wealth Management Client Associate
212.284.5907
Alexandra Ferrari
Officer, Wealth Management Client Associate
212.284.5651
Gustavo Vettorazzo Marcondes
Registered Wealth Management Client Associate
212.284.5546
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.