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Director of Research
Bindu Patel is Director of Research with USI Advisors, Inc. In this role, she oversees the manager research and due diligence process of the firm. Bindu conducts industry and investment research as well as ongoing investment manager sourcing, selecting, monitoring, deselecting and fund structure analysis, with quarterly assessments provided to firm’s defined benefit and defined contribution clients.

Prior to joining USI, she was a member of the Multi-Asset Strategies and Solutions group’s Manager Research and Selection team at a major investment management firm. In her role, she was the lead manager research analyst responsible for the due diligence oversight of a broad range of third-party and proprietary strategies - domestic and international equity, fixed income oriented, specialty and alternatives. Bindu previously spent 9 years with a major financial institution, where she held successive roles within its retail and wealth management divisions.

Bindu earned her bachelor’s degree from the University of Connecticut. Industry education and designations include: FINRA administered Series 6, 63 and 65.
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.