Executive Moves
JFS Wealth Advisors names new Chief Investment Officer
JFS Wealth Advisors has announced that effective July 1, 2022, Manish Upadhyay CAIA®, CIMA®, will be named Chief Investment Officer to succeed Stephen Lee. Currently, the Director of Investment Management, Manish joined JFS in 2015 through the merger of CIS, where he was the firm’s Investment Manager. With over 20…
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