Zeke Capital Advisors Portfolio Management Team
Nilesh D. Patel, CFA – Client Portfolio Manager
Nilesh D. Patel received a Bachelor of Science degree in Economics from the Wharton School at the University of Pennsylvania and has also earned the CFA designation. He has been professionally investing for institutions, ultra-high-net worth families and foundations since 1996.
Prior to joining Zeke, Nilesh sourced, researched and implemented investments for ultra high net worth families, endowments, and foundations at Miller Investment Management. At Geewax Terker & Co., he served as a member of the multi-cap equity team fundamentally researching stocks and constructing portfolios through the application of the firm’s investment process. And, as a sell-side analyst at SG Cowen, he performed extensive due diligence on companies and sectors.
Nilesh is a member of the CFA Institute and the CFA Society of Philadelphia.
Nilesh lives in Collegeville, PA with his wife, Anita, and their three children.
Theodore van Beuren – Client Portfolio Manager
Theodore van Beuren earned an A.B. from Princeton University in 2005 where he also captained the men's soccer team. Prior to joining Zeke, Teddy worked at Lenox Advisors where he advised high-net worth individuals by coordinating all aspects of their financial lives, including asset management, risk management, and estate planning. Teddy started his career at Jeffries where he worked in equities building strategic models to operate and grow Sales and Trading, Derivatives, and Strategic Investments.
Teddy is an active member of several philanthropic organizations including New York Foundation of the Arts and The Touch Foundation. In his spare time he enjoys fly fishing, marathons, and film.
Joseph D. Roberts, J.D., LL.M. – Client Portfolio Manager
Joe Roberts earned his juris doctorate and master's degree in taxation from the Villanova University School of Law and his bachelor's degree from the University of South Florida. Prior to joining Zeke, Joe worked at Wells Fargo Private Bank and Abbot Downing where he advised families of unique wealth on their financial needs including asset management, fiduciary administration, tax, wealth transfer and risk mitigation. Joe started his career at PricewaterhouseCoopers in the Private Financial Services consulting group, specializing in tax law related to high-net worth individuals and privately-held businesses.
Joe is a member of the State Bars of Pennsylvania and New Jersey, the Tax Section of the American Bar Association and a Committee Member of the Philadelphia Estate Planning Council. He is also actively involved in several support organizations including Back on My Feet Philadelphia and Ecology Florida.
Joe makes his home in Wayne, PA with his wife, Arlette, two children, and the family's Great Dane, Malachi.
Michael Orfe, CFA – Client Portfolio Manager
Mike earned Bachelor of Science degrees in both Finance and Economics from Villanova University. He was awarded the Chartered Financial Analyst designation in 2009 and is a member of the CFA Society of Philadelphia.
Prior to joining Zeke, Mike was a Vice President in the Investment Management Division of Goldman Sachs where he advised wealthy families, foundations, and endowments. Before joining Goldman, Mike worked in the Mortgage Finance industry at Nomura Credit and Capital and at start-up hedge fund Arbor Residential Mortgage, where he was responsible for Risk Management and Residential Mortgage Loan trading. Mr. Orfe began his career with PriceWaterhouse Coopers providing litigation support and financial advisory services to multinational corporations. Mike serves on the Board of Directors and chairs the Development Committee for the Catholic Partnership Schools in Camden, NJ. He also serves on the Planned Giving and Endowment Advisory Committee for the Philadelphia Freedom Valley YMCA.
Mike lives in Mount Laurel, New Jersey with his wife, Laura, and two sons, Matthew and Danny.
Andrew F. Smith – Client Portfolio Analyst
Andrew Smith earned a Bachelor of Science degree in Economics from Pennsylvania State University in 2008. Prior to joining Zeke, Andrew was an analyst at The Investment Fund for Foundations where he monitored asset allocation, risk exposure and performance attribution for several investment vehicles.
Andrew lives in Philadelphia and in his spare time enjoys golfing and traveling.
Michael F. Kelley – Client Portfolio Analyst
Michael Kelley earned a Bachelor of Arts degree, cum laude, from Manhattan College in 2007 and a Master of Science degree from the University of Miami in 2008. Prior to joining Zeke, Michael served as a primary point of contact for high-net worth individuals with The Vanguard Group in Malvern, PA. Previously, Michael spent three years with Harbour Bridge Wealth Management Advisors in Summit, NJ – constructing and implementing investment portfolios while providing a full suite of financial services to affluent clients.
Michael is an active supporter of Be The Match, operated by the National Marrow Donor Program. In his spare time, Michael enjoys golfing and watching college football.