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Yash Patel, CFA has extensive work experience in the finance industry. Yash currently serves as the Partner and Chief Operating Officer at Good Harbor Financial, LLC, a money manager based in Chicago, Illinois. Yash joined the company in March 2010 and continues to play a key role in managing alternative, tactical and flexible mandate investment solutions for various clients.

Prior to their current role, Yash worked as a Partner and Chief Operating Officer at Cedar Capital, starting in March 2010. Before that, they were a Quantitative Equity Analyst at Allstate Investments from April 2008 to December 2009. In this role, they co-managed a $200MM domestic, long-only quantitative equity portfolio and exceeded performance targets, earning an excess return of 6.7% in 2009 for insurance and pension clients.

Yash also gained experience as an Account Management Associate at Bridgewater Associates from April 2007 to January 2008. During their tenure, they reviewed system-generated trades, analyzed trade data, and developed enhancements to portfolio construction processes.

Earlier in their career, Yash worked as a Summer Associate in Corporate Development at Information Resources, Inc. from June 2006 to December 2006. Yash researched potential acquisition and partner target companies, identified attractive targets, and performed financial analysis to calculate valuations.

Yash started their career at Sapient as a Manager in Technology from March 2005 to March 2006. In this role, they managed client relationships, provided technical and architectural guidance, and served as a client liaison for a multi-million dollar account.

Before their role at Sapient, Yash worked as a Specialist in IT Application Development at Nationwide Insurance from February 2001 to December 2004.

Through their diverse range of roles and responsibilities, Yash Patel, CFA has developed strong expertise in finance, investment management, quantitative analysis, and client relationship management.

Yash Patel, CFA, obtained their Bachelor of Science degree in Computer Science & Engineering from The Ohio State University, where they studied from 1997 to 2000. Yash later pursued a Master of Business Administration (MBA) degree with a focus on Analytic Finance and Strategic Management from The University of Chicago Booth School of Business, where they studied from 2004 to 2007. In addition to their formal education, Yash Patel also holds a Chartered Financial Analyst (CFA) certification from the CFA Institute. The specific months and years of obtaining this certification are not provided.