Investment Team Archives | JFS Wealth Advisors

Daniel R. Coursey

Daniel Coursey is a Portfolio Management Specialist supporting the investment committee and manages trades across multiple custodians.

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Jason Olyer, Portfolio Trading Analyst at JFS Wealth Advisors

Jason Oyler

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

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Saverio N. Paglioni, CIMA®

Saverio N. Paglioni, CIMA® is Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Atlanta office.

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Nicole O’Connell

Nicole O’Connell is a Portfolio Management Specialist at JFS Wealth Advisors, based out of our Hermitage office.

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Ryan Tiesi, CPA, CFA

Ryan Tiesi, CPA, CFA is Co-Chief Executive Officer, Partner at JFS Wealth Advisors, based out of our Hermitage and Pittsburgh offices.

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Jennifer E. Pavelko

Jennifer E. Pavelko is a Portfolio Management Specialist at JFS Wealth Advisors, based out of our Hermitage office.

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J. Stephen Lee

J. Stephen Lee is a Partner, Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.

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Robert C. Jazwinski, Founder, Co-Chief-Executive Officer at JFS Wealth Advisors

Robert C. Jazwinski, CPA/PFS, CFP®

Robert C. Jazwinski, CPA/PFS, CFP® is Founder, Co-Chief Executive Officer, Partner, and Wealth Advisor at JFS Wealth Advisors, based out of multiple team offices.

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Sarah J. Amey, CFP®, CIMA®, CPWA®

Sarah J. Amey, CFP®, CIMA®, is Partner, Wealth Advisor at JFS Wealth Advisors, based out of the Pittsburgh office.

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

Manish Upadhyay, CAIA®, CIMA®

Manish Upadhyay, CAIA®, CIMA® is Chief Investment Officer, Partner at JFS Wealth Advisors, based out of the Doylestown office.

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