posted by: Radnor Financial Advisors
Radnor Financial Advisors is pleased to announce that Kapil Patel has been promoted from Senior Portfolio Administrator to IT Operations Manager.
Kapil joined Radnor in 2011 and recently celebrated his 10-year anniversary with the firm. While leading the Orion portfolio reporting team, Kapil is also responsible for overseeing internal IT support and implementing innovative software, with an eye toward keeping Radnor on the leading technological edge within the industry.
Radnor Financial Advisors is an independent, fee-only, wealth management firm in the Philadelphia area that specializes in providing comprehensive financial planning and investment management services. By supporting and enhancing Radnor’s technological foundation, Kapil plays a pivotal role in ensuring that we can seamlessly act in our clients’ best interests in fulfillment of our mission. Please join us in congratulating Kapil on his well-deserved promotion.