Hartland_Silhouette_Woman

Kirtan Patel

Reporting Associate

As a Reporting Associate, Kirtan helps supervise and execute daily account reconciliation as well as assists in other special projects in support of portfolio management and reporting. Prior to joining the team, Kirtan held the role of HR Specialist for Portsmouth Naval, preceded by his role as Member Service Representative at Navy Federal Credit Union. 

A native to Massachusetts, Kirtan received his bachelor’s degree from Southern New Hampshire University before relocating to Hampton Roads.  

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.