Portfolio Management Archives | JFS Wealth Advisors

Jenna Fallo

Jenna Fallo is a Portfolio Management Specialist responsible for monitoring client portfolio performance, conducting financial data analysis, and assisting with the implementation of investment strategies.

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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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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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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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Debbie Hodum, Portfolio Reconciliation Specialist at JFS Wealth Advisors

Deborah K. Hodum, FPQP®

Debbie Hodum, FPQP®, is a Portfolio Reconciliation Specialist for JFS Wealth Advisors, based out of our Hermitage office.

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