Manish Kirit Upadhyay
Director of Investments chez JFS Wealth Advisors LLC
Profil
Manish Kirit Upadhyay is currently the Chief Investment Officer at JFS Wealth Advisors LLC since 2022.
Previously, he worked as an Investment Research Analyst at Valley Forge Private Equity, Inc. and as an Investment Analyst at Comprehensive Investment Solutions LLC.
He completed his undergraduate degree from the University of Maryland Baltimore County in 2000.
Postes actifs de Manish Kirit Upadhyay
| Sociétés | Poste | Début |
|---|---|---|
JFS Wealth Advisors LLC
 JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Director of Investments | 01/01/2015 |
Anciens postes connus de Manish Kirit Upadhyay
| Sociétés | Poste | Fin |
|---|---|---|
Comprehensive Investment Solutions LLC
 Comprehensive Investment Solutions LLC Investment ManagersFinance Founded in 2003, Comprehensive Investment Solutions LLC is a registered investment advisor located in Yardley, Pennsylvania. The firm provides discretionary and non-discretionary investment management services to business owners, executives, professionals, trustees, charitable organizations, corporations, associations, pension and profit sharing plans and other business or government entities. | Analyst-Equity | 01/10/2015 |
Valley Forge Private Equity, Inc.
 Valley Forge Private Equity, Inc. Investment ManagersFinance Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania. | Analyste en capital-investissement | - |
Formation de Manish Kirit Upadhyay
| University of Maryland Baltimore County | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Valley Forge Private Equity, Inc.
Valley Forge Private Equity, Inc. Investment ManagersFinance Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania. | Finance |
Comprehensive Investment Solutions LLC
Comprehensive Investment Solutions LLC Investment ManagersFinance Founded in 2003, Comprehensive Investment Solutions LLC is a registered investment advisor located in Yardley, Pennsylvania. The firm provides discretionary and non-discretionary investment management services to business owners, executives, professionals, trustees, charitable organizations, corporations, associations, pension and profit sharing plans and other business or government entities. | Finance |
JFS Wealth Advisors LLC
JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Finance |
