Manish Upadhyay, Chief Investment Officer, Partner at JFS Wealth Advisors

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 the development of firm strategies, due diligence, portfolio construction and ongoing performance monitoring. In addition, he provides support and leadership to the advisors and portfolio management team. He also serves as chair of the JFS Investment Committee and became a JFS Wealth Advisors partner in July 2023. He has over 20 years of experience in the financial services industry, and prior to joining JFS Wealth Advisors, served as an Investment Analyst and Private Equity Fund Administrator at the Valley Forge Financial Group.

Manish earned a Bachelor of Science in Economics from the University of Maryland, Baltimore County. He also received the Certified Investment Management Analyst® designation by completing the CIMA® program at the University of Pennsylvania’s Wharton School of Finance. In 2015, Manish earned the Chartered Alternative Investment Analyst℠ (CAIA®) Charter designation, the globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments.

Away from the office, Manish is a dedicated golfer and enjoys spending time with his family.

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Office Locations:
Berwyn, Doylestown

Bachelor of Science in Economics, University of Maryland, Baltimore County

Credentials or Certifications:
Certified Investment Management Analyst®, Chartered Alternative Investment Analyst®


Portfolio Management

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Jason Oyler is a Portfolio Trading Analyst for JFS Wealth Advisors, based out of our Hermitage office.


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