Sonia Patel, CFA
Partner, Senior Financial Advisor, and Chief Investment Officer
Sonia brings over 25 years of financial experience to her role as Partner, Senior Financial Advisor, and Chief Investment Officer at Arbor Trust Wealth Advisors. She is chair of the firm’s Investment Committee and specializes in portfolio management, asset allocation and security selection. Sonia was attracted to the firm as their core values closely aligned with her own.
Prior to joining Arbor Trust, Sonia was a Senior Vice President and Investment Officer at Bank of Ann Arbor for over ten years. She has also worked at JP Morgan Asset Management and M&I Investment Management.
Sonia earned her Bachelor of Business Administration degree from the University of Wisconsin-Madison, majoring in Marketing, Management and International Business. She also studied at The London School of Economics, earning a Master of Science degree in Accounting and Finance. She holds the Chartered Financial Analyst designation.
She currently lives in Canton with her husband and two sons. In her free time, she enjoys spending time with family, traveling, reading, baking and volunteering with local non-profit organizations.