Portfolio Management Archives | JFS Wealth Advisors

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

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

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

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

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

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

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