Milan Patel

Current Employers

Employment History

• 08/2024 → Present
  St. Mary's General Hospital
  Passaic, NJ
• 01/2023 → 07/2024
  Christus Health
  Alexandria, LA
• 07/2018 → 12/2022
  Wellspan Health
  York, PA
• 07/2015 → 06/2018
  Suny Upstate Medical University
  Syracuse, NY
• 03/2026 → Present
  Ascent Physician Wealth Llc
  Livingston, NJ

Other Businesses

St. Mary's General Hospital — Milan D. Patel, MD employed as Chief Medical Officer. This business is not investment-related. Address: 350 Boulevard, Passaic, NJ 07055. Nature of business: acute-care hospital. Position/title: Chief Medical Officer. Start date of relationship: 08/2024. Dr. Patel devotes approximately 120–140 hours per month to this role, of which approximately 100 hours fall during securities trading hours. Duties: oversight of clinical quality, clinical duties, patient safety, physician and medical-staff leadership and related hospital operations. These responsibilities are performed outside of, and do not interfere with, his investment advisory activities, which he conducts during evenings, weekends, and dedicated administrative periods. Shree Ram Hospitality LLC — Dr. Patel holds a 10% passive, non-controlling membership interest. This business is not investment-related. Address: 367 Turnpike Rd, Southborough, MA 01772. Nature of business: hospitality (hotel ownership/operation). Position/title: passive minority member; no management, operational, or policy-making role. Start date of relationship: 2025. Dr. Patel devotes less than 1 hour per month to this interest, none during securities trading hours. Duties: none; passive investor only.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-10