Neelesh joined Wade Financial Advisory as a Senior Portfolio Manager, with the responsibility of researching investment strategies and helping to construct client portfolios. Before joining WFA, Neelesh was a member of the portfolio management team at a West Coast wealth management and mortgage banking business, where he was responsible for implementing the firm’s investment strategy, researched non-traditional investments, and contributed to the team's portfolio construction process. Prior to that, he held roles in accounting and finance at Razorfish, a Microsoft subsidiary, and Boeing. Neelesh is a Chartered Financial Analyst, earned an MBA from the Albers School of Business and Economics at Seattle University, and is a member of the CFA Society of San Francisco. Neelesh also holds a bachelor’s degree in Business from the University of Washington, and studied at the Audencia School of Management in Nantes, France. Outside of work, Neelesh enjoys spending time with family, and reading novels and the latest news. As a Seattleite, he also loves espresso and almost all forms of coffee.
2105 South Bascom Ave
Campbell, CA 95008