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®

Manish Upadhyay
Chief Investment Officer
JFS Wealth Advisors
United States, Pennsylvania, Phoenixville
About Me
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
Laura Blaire
COO, Partner
RY
Ronald Yost
Partner & Wealth Advisor
RJ
Robert Jazwinski
Founder, Co-Chief Executive Officer, Partner, Wealth Advisor
Louis V. Colella
Managing Director of the Business Growth & Transitions Team and Wealth Advisor, Partner
You Might Like
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank