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Manish Upadhyay

Chief Investment Officer

JFS Wealth Advisors

United States, Pennsylvania, Phoenixville

About Me

Joining the JFS team in 2015 after Comprehensive Investment Solutions (CIS) merged with JFS Wealth Advisors, Manish serves as Chief Investment Officer. In his role, Manish is responsible for security research, due diligence, manager selection, portfolio construction and ongoing performance monitoring. Manish has over 20 years of experience in the financial services industry, and prior to joining JFS, served as an Investment Analyst and Private Equity Fund Administrator at the Valley Forge Financial Group. Manish’s earned a Bachelor’s Degree in Economics from the University of Maryland, Baltimore County, in 2000. He also received the Certified Investment Management Analyst®

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Profile Information

Chief Investment Officer

JFS Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Phoenixville

Pennsylvania

United States

Aug 6, 2024

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