Dhaval Patel is a seasoned investment leader with a proven track record of managing multi-billion-dollar portfolios and driving strategic financial outcomes. In his current role as the Treasurer of the Wikimedia Endowment and the Principal of Investments of the Wikimedia Foundation, he oversees the full asset management lifecycle across the two entities, ensuring disciplined portfolio management, complex financial planning, robust risk oversight, and sustainable growth.

Dhaval oversaw a $1.5B+ portfolio at a major philanthropic organization, guiding mission-aligned investment strategies and optimized capital deployment. Before that, he led another $1.5B+ portfolio for NORCAL Mutual, focusing on treasury management and long-term investment asset allocation.

With deep expertise in portfolio management, investment analysis, enterprise risk management, and manager evaluation, Dhaval brings a highly analytical and quantitative approach to every decision. His knowledge spans the full spectrum of asset classes and economic sectors, supported by a strong foundation in asset-liability management, modern portfolio theory, and corporate finance. He is adept at financial modeling, M&A analysis, capital structure optimization, and investment accounting under GAAP and IFRS standards.

Known for his emotional intelligence and collaborative leadership style, Dhaval has years of experience building relationships, leading teams, and executing complex programs. He thrives in demanding environments, combining diligence and autonomy with a commitment to excellence.

Dhaval earned his MBA from the University of Washington and is a CFA Charterholder, underscoring his dedication to professional rigor and ethical investment practices.