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Sanay Patel

Founder of Purpose Wealth.

 

Dad, husband, Mexican food lover, CrossFit devotee, personal finance nerd.

Thanks for taking the time to learn more about me.

I spent twenty years in a career that was amazing on paper. I invested in interesting companies as a venture capital and private equity investor. I cofounded a startup and worked on three others. I bought and operated a small business. Along the way I worked with incredible people, learned a ton, and was constantly challenged intellectually.

But something was always missing. I never felt my work gave me meaning. I never had a sense of purpose.

The missing link, I realized, was that I wasn't directly helping people.

So I changed course. I combined my passion for personal finance with my desire to be of service to others. I launched Purpose Wealth.

My story is about finding my purpose. Thank you for being a part of it.

Family

A wife of 11+ years that is wise, witty, and beautiful
 

A 9-year-old son obsessed with football and a true class clown
 

A 7-year-old daughter who loves gymnastics and can convince her daddy to do anything

Education

MBA, Kellogg School of Management at Northwestern University


BA, Northwestern University
 

Investment Advisor Representative (Series 65)

Fitness & Sports

Lots of CrossFit, some hiking and biking, hoping to one day be good at golf

 

Big fan of the Northwestern Wildcats, Chicago Bears, and Chicago Bulls

Places

Born and raised in Chicago, now living in Boulder
 

Lucky to have visited some amazing countries including Tanzania, Israel, India, Peru, Chile, Panama, and Argentina

I'd love to chat with you

No cost. No selling. No obligation.
Just an honest conversation to learn more about you.

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