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  • Our Story
  • Team
  • Institutions
  • Individuals
  • Insights
  • Ethos
  • Client Portal
  • Contact Us

Thank you for your interest in Westfuller.

We will reach out to you when an opportunity arises that is a fit for your experience.

Nishi Patel

Investment Analyst

Nishi Patel is an Investment Analyst at Westfuller Advisors, where she supports the investment team on portfolio construction and conducting manager due diligence across sustainable public and private investments. She leads the firm’s Impact Measurement and Management (IMM) framework alongside the IMM committee, working to create standardized frameworks for impact measurement and promote greater transparency across the industry. Nishi joined the team as a graduate intern in 2023 and in Fall 2024, became a permanent member, where she continues to drive initiatives across the investments team.

Nishi’s passion for impact investing deepened during her Climate Corps fellowship with Tishman Speyer, where she led a project to measure carbon emissions and developed a roadmap for a net-zero transition. Previously, she worked as an Investment Management Compliance Analyst at Jennison Associates, where her primary role was to ensure the implementation of exclusionary screens across client portfolios. At Investec India, she worked as a Junior Equity Research Analyst, covering the Financials and Insurance sectors, building financial models for forecasting and providing investment recommendations

A first-generation college graduate, Nishi holds a Master’s in Finance from Baruch College and a Bachelor’s in Business Administration from Narsee Monjee Institute of Management Studies. She is also a CFA Level 3 candidate. In her free time, Nishi enjoys spending time with friends and family, exploring new workout routines, and experimenting with vegan recipes.

Our Areas of Focus
Institutions
  • Outsourced Chief Investment Officer
  • Sustainable, Responsible, Impact-Focused Investments
  • Global, Multi-Asset Class Investments
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  • Fiduciary Management
Individuals
  • Financial Legacy
  • Fiduciary Management
  • Global, Multi-Asset Class Investments
  • Open Architecture
  • Values-Aligned Investments
  • DEI Representation and Perspective
  • Form ADV Part 2A
  • Client Relationship Summary
  • Privacy Notice
  • Business Continuity Plan
  • Careers
  • Artwork Citation
Call Us

212.219.6198

Email Us

[email protected]

Address

New York Office
1185 Avenue of the Americas,
3rd Floor
New York, NY 10036

San Francisco Office
601 Montgomery Street
Ste. 1212
San Francisco, CA 94111

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Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. 

LinkedIn

B Corp | Force for Good
Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. 

© 2022 Westfuller Advisors, LLC. All rights reserved

Westfuller is an SEC registered investment adviser with a principal place of business located in New York, New York. Westfuller may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Westfuller will be initiated by a representative that is either registered, or qualifies for a corresponding exemption, in the state in which the client resides. For additional information pertaining to the registration status of Westfuller, please refer to the Investment Advisers Public Disclosure website at www.adviserinfo.sec.gov. A copy of the Westfuller current written disclosure brochure, as set forth on Part 2A Form ADV, discussing the firm’s business operations, services, and fees is available from Westfuller upon written request.