Anuja Patil, MBA, MS

Associate wealth Advisor

Denver, CO
Anuja Patil

I am an AWA at The Colony Group. My primary responsibilities include assisting with the development and implementation of financial planning solutions for clients, perform complex research and financial analysis and developing an advanced understanding of investments, taxation, and estate planning. 

Prior to joining TCG, I briefly worked as a private equity research associate at an Indian Multinational. In June 2022, I interned at The Colony Group and after graduating, I joined as a full time employee at TCG. 

I graduated from the University of Denver with a Master of Science degree in Applied Quantitative Finance. Additionally, I also hold an MBA and BBA in Financial Management from the University of Pune, India. Currently, I am studying for the CFP exam. 

Owning to my academic achievements, I was awarded Beta Gamma Sigma membership, which is an exclusive business honor society for the top 20% of graduate students. 

In my spare time I like to travel, hike, browse home décor stores, try new recipes and do something creative, like painting and home décor projects.