CoverProfile

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®

View more

Profile Information

Chief Investment Officer

JFS Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Phoenixville

Pennsylvania

United States

Aug 6, 2024

More profiles to browse

RY
Ronald Yost
Partner & Wealth Advisor
Profile Photo
Louis V. Colella
Managing Director of the Business Growth & Transitions Team and Wealth Advisor, Partner
RB
Ryan Barrett
Partner & Wealth Advisor
RT
Ryan Tiesi
Co-Chief Executive Officer, Partner

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST