Our team is our single most important asset. We honor their dedication and commitment to the firm and our clients. Our growth mindset drives our passion to always be better and do more. We are pleased to welcome the new hires to JFS!
It has been a busy quarter at JFS. We’re excited to be announcing the following new hires to our JFS team. We’re growing and that means building a team that will support us well into the future.
Kira Chambers, Operations Specialist
Giovanni DiNardo, Intern
Nicole Imblum, Service Support Manager
Michelle Luca, Client Relationship Specialist
Jaqueline Palm, Client Relationship Specialist
Tabitha Porter, Intern
Amy Rush, Client Service Specialist
Ryan Santillo, Client Service Specialist
Adam Etzel, Wealth Analyst
Jennifer Johns, Client Service Specialist
Caleb Pepperday, Wealth Advisor
Joseph Trodden, Intern
Promotions & Designations:
JFS Wealth Advisors is pleased to announce the following promotions, anniversaries, and designation accomplishments.
Manish Upadhyay CAIA®, CIMA®, named Chief Investment Officer: In taking on the role of CIO, Manish Upadhyay will continue much of the work he already undertakes but will now also lead the JFS Investment Committee and investment strategy execution in addition to providing oversight of the portfolio management and trading team. Transitioning CIO Steve Lee will remain a member of the Investment Committee and engaged in the work of both the portfolio management team as well as the Pittsburgh-based client service team. This transition has been carefully and deliberately planned over the past several years as Steve seeks to create space in his workload to focus more deeply on some key investment and communication-related projects. Learn more about Manish.
JFS Wealth Advisors, a full-service wealth management firm with locations across the country, announced today that effective July 1, 2022, Amanda L. Marcello, CFP® and Ronald W. Yost will be promoted to Partners. Read more.
Tracy O’Neill was promoted from an Operations Specialist to a Marketing Specialist. In this role, she will work to showcase our brand’s value and elevate our client experience.
Stephanie Foltz was promoted from an Operations & Facilities Specialist to Technology & Facilities Specialist. In this role, she will provide technology support and coordinate facility maintenance.
JFS Wealth Advisors – Anniversaries
Tiffany Danso – 6 Years
Stephanie Foltz – 12 Years
Jennifer Pavelko – 4 Years
Gina Beach – 2 Years
Debbie Hodum – 10 Years
Sarah Amey – 11 Years
Morgan Ramsey – 1 Year
James Riley – 4 Years
Joe Salmen – 4 Years
Denise Wurster – 26 Years
Lisa Shanefield – 5 Years
Erin Steele – 14 Years
Austin Sambuco – 3 Years
Joseph Fitzpatrick – 4 Years
John Sciarrone – 1 Year
Lisa Debonis – 3 Years
Ryan Tiesi – 3 Years
Nancy Robertson – 17 Years
Sean Gibbon – 6 Years
Theodore Rhinehart – 6 Years
Lewis Davis – 1 Year
Thank You for Your Ongoing Trust!
Thank you for continuing to trust us as we assist those closest to you. Our advisory team remains ready, willing, and able to help any of your friends, family, or business associates in this unusual and challenging environment. If you know someone who may need our help, please speak with your advisor about the best way to connect us.