Rohan Patel

Associate Analyst, Product Development

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About Rohan

Rohan is a member of Cerulli’s Product Development practice, helping in data processing and analysis for the team across various investment vehicles, including mutual funds, ETFs, alternative investments, and model portfolios. As an associate analyst, Rohan provides support to the research team, assisting in the survey process and development of Cerulli’s quarterly, monthly, and annual reports.

Prior to joining Cerulli, Rohan interned at International Finance Bank and Essex Investment Management Company. He also worked full-time at Wealth First Portfolio Managers as a Financial Analyst in India.


  • Babson College
    Master in Finance

Learn More about the U.S. Product Development Practice

Cerulli’s U.S. Product Development practice explores demand, distribution, and innovation across packaged vehicles to provide the insights needed for continuous expansion.

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