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Senior Investment Research Analyst
 
Bindu Patel is a Senior Investment Research Analyst with USI Advisors, Inc. In this role, she oversees the manager research and due diligence process of the firm. Bindu conducts ongoing investment manager sourcing, selecting, monitoring, deselecting and fund structure analysis, with quarterly assessments provided to firm’s defined benefit and defined contribution clients. Additional responsibilities include conducting industry and investment research with outcome communications provided via a variety of marketing mediums for use with internal and external clients. Bindu is committed to the consistent implementation of the research process in an effort to continually improve the connectivity between the manager research/due diligence function and the holistic consulting service model at USI Advisors for the firm’s current and prospective clients.

Bindu has 21 years of financial services experience with a focus on investment management. Prior to joining USI, she was a member of the Multi-Asset Strategies and Solutions group’s Manager Research and Selection team at a major investment management firm. In her role, she was the lead manager research analyst responsible for the due diligence oversight of a broad range of third-party and proprietary strategies - domestic and international equity, fixed income oriented, specialty and alternatives – which were offered through mutual fund, collective investment trust and separate account investment vehicles on the firm’s retail, institutional and variable annuity investment platforms. Due diligence oversight included ongoing investment manager sourcing, forecasting, selecting, monitoring, deselecting and fund structure analysis, with quarterly assessments provided for fiduciary consideration to the firm’s Board of Trustees and Trust Investment Management Committee. Bindu previously spent 9 years with a major financial institution, where she held successive roles within their retail and wealth management divisions, including portfolio manager for the firm’s high net worth and institutional clients where she was responsible for asset allocation analysis, customized client investment reviews and investment proposal implementation.

Bindu earned her Bachelor’s degree from the University of Connecticut. Industry education and designations include: FINRA administered Series 6, 63 and 65.
 
 
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.