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Manish Kirit Upadhyay
Director of Investments at JFS Wealth Advisors LLC
Profile
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.
Manish Kirit Upadhyay active positions
Companies | Position | Start |
---|---|---|
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 | 31/12/2014 |
Former positions of Manish Kirit Upadhyay
Companies | Position | End |
---|---|---|
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 | 30/09/2015 |
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. | Private Equity Analyst | - |
Training of Manish Kirit Upadhyay
University of Maryland Baltimore County | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
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