Shiv Patel

Shiv Patel, CFA, CFP®, is a Director on the Client Advisory Team at Tolleson Wealth Management. He serves as a primary advisor and works closely with wealthy families to navigate all things financial. By creating a customized approach based on client goals, he coordinates a wide range of services to manage, sustain, and grow wealth while sustaining a family’s identity and character.

Shiv began his career with Tolleson Wealth Management in 2013 as a private wealth management intern before joining the firm as an Analyst on the Client Advisory Team in 2014. He was promoted three times within the firm from Analyst to his current role as Director. In these roles, he assisted with overseeing, managing, preparing, analyzing, and providing advice to client families.

Shiv graduated from Southern Methodist University, where he earned a Bachelor of Business Administration in Finance. He is a Chartered Financial Analyst (CFA) Charterholder and a CERTIFIED FINANCIAL PLANNER® professional. He lives in Dallas with his wife and son, and their black lab Milo.