Fenil Patel

Senior Vice President, Investment Services
Telephone: (630) 657-6437
Fax: (630) 718-8701
Email: click here

Fenil joined the firm in 1999 and is responsible for ensuring delivery of PMA’s high level of client service through his leadership of PMA’s Portfolio Advisory team that provides public entities with cash flow and investment services as well as bond proceeds management services through PMA Securities, Inc. He was an integral part of the team that developed PMA’s Financial Planning Program (PMA FPP), identifying the need to develop detailed multi-year financial planning for public entities, and he continues involvement in the implementation of PMA’s Cash Flow Management program as well as multi-year planning. His work through PMA Securities has included bond proceeds management and arbitrage reporting. His role with clients also includes implementing multi-year projections and public financing options to public entities in Illinois and Florida. He is a frequent presenter on topics of investment strategies and long range planning for public entities.  He received his Bachelor of Science in Finance from Northern Illinois University and holds Series 7, 63 and 65 FINRA licenses.

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