Senior Investor Relations Operations Manager
Reshma Patel joined Kairos in 2019 as it’s Senior Operations Manager, Investor Relations. Ms. Patel’s responsibilities include managing the firm’s operations, investor relations and marketing efforts. Prior to joining Kairos, Ms. Patel spent over 15 years at Canterbury Consulting, an independent investment advisory firm in Newport Beach, California. During her tenure at Canterbury, she focused on serving institutional and private wealth clients in portfolio construction, asset allocation, manager research and performance measurement. She also spent a number of years as Manager of Marketing where she oversaw and led new business development and marketing. Ms. Patel sits on the investment planning committee of SheVest for UCI’s Center for Investment and Wealth Management, which focuses on financial literacy for underrepresented groups. Ms. Patel graduated from California State University, Fullerton with a degree in Business Administration, Finance.