Manish Joined UBS in 2008 from Merrill Lynch, where he was a Resident Director. Early on in his career in wealth management at Morgan Stanley, he started specializing in advising clients with significant wealth. Drawing on his extensive experience, Manish now develops personalized strategies to address the complex needs of high net worth clients.

Manish is a CFA® and CFP® practitioner. He attended the Wharton School of Business at the University of Pennsylvania for executive education. Manish received his Post Graduate Diploma (equivalent to MBA) in Finance & International Business in India and was awarded his school's highest academic honor for excellence. His focus was on Computer Science, Physics and Mathematics during his BS.

Being married to a cardiologist, Manish is somewhat of a fitness enthusiast. You can easily engage him in a discussion about nutrition or health. He is ever willing to visit a new country or try a new cuisine. He and His wife Shriti live in Orlando with their young daughters Aarya and Athena.

Manish was selected as a "Barron's Top 1200 Financial Advisor" for 2019, 2018 and 2017. The Financial Times named him as one of "Top 400  Financial Advisors" in the U.S. for 2015  and Forbes named him "Best-in-State" in 2019 and 2018.  In 2020, Manish was selected by the Financial Times as one of the "Financial Times 401 Top Retirement Advisers" which recognizes the top financial advisers across the U.S. in serving defined contribution retirement plans.  Additionally, SHOOK Research and Forbes have ranked Manish as a "2021 Best-in-State Wealth Advisor."

• Chartered Financial Analyst (CFA)
• CERTIFIED FINANCIAL PLANNER (CFP)

• B.S. (Computer Science)
• Post Graduate Diploma in Business Administration (Finance and International Business)

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV