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DiMeo Schneider & Associates

Sapan Patel

Client Analyst

Hartford, CT

As a Client Analyst, Sapan focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. He is also a member of the firm’s Employee Engagement Team. Sapan joined Fiduciary Investment Advisors, LLC in 2018, which combined with DiMeo Schneider in 2020, after starting his career as a Financial Planning intern. He earned a BA from the University of Connecticut. In his free time, he enjoys football, tennis, traveling and spending time with family and friends.