Sonia S. Patel

Sonia S. Patel, CFA, is a Partner and Senior Financial Advisor at Arbor Trust Wealth Advisors since May 2023, focusing on delivering personalized wealth management services to clients. Previously, Sonia held the position of Senior Vice President and Investment Officer at Bank of Ann Arbor from August 2011 to April 2023. Prior experience includes roles as Investment Relationship Manager and Institutional Investment Analyst at JPMorgan Asset Management (2003-2011), and Equity Analyst/Fixed Income Analyst at M&I Investment Management (1998-2002). Early career experience includes serving as Project Manager/Research Analyst at Market Probe, Inc. from 1995 to 1996. Sonia holds an MSc in Finance from The London School of Economics and Political Science and a BBA in Marketing, Management, and International Business from the University of Wisconsin-Madison.