![Manish Kirit Upadhyay](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Manish Kirit Upadhyay
Director of Investments at JFS Wealth Advisors LLC
Manish Kirit Upadhyay active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 2014-12-31 | - |
Director of Investments | 2014-12-31 | - | |
Portfolio Manager-Equities | 2014-12-31 | - |
Career history of Manish Kirit Upadhyay
Former positions of Manish Kirit Upadhyay
Companies | Position | Start | 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 | - | 2015-09-30 |
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 | 2000-12-31 | - |
Training of Manish Kirit Upadhyay
University of Maryland Baltimore County | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 2 |
Private Equity Analyst | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |