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Manish M
CFA®
Shelton, CT
Wright Private Asset Management LLC
Manish Maheshwari is a CFA® charterholder and financial advisor at Wright Private Asset Management LLC with six years of industry experience. His prior roles include positions at Victory Capital Management Inc. and Thomson Horstmann & Bryant, Inc. He also serves as president of the Perry Green Association in Wilton, CT. Wright Private Asset Management provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment decisions are guided by a proprietary corporate fundamental database and vetted through an Investment Committee that emphasizes financial strength and consistent profitability.
Amit K
Series 65
Shelton, CT
Wright Private Asset Management LLC
Amit Khandwala is a financial advisor at Wright Private Asset Management LLC with 29 years of industry experience. He holds a Series 65 designation and has been associated with Wright Investors' Service, Inc. since 1994. He joined Wright Private Asset Management in 2014 and continues to work in Shelton, CT. Wright Private Asset Management provides discretionary and non-discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm uses a proprietary investment process guided by an Investment Committee and offers specialized services such as automated tax-loss harvesting through third-party sub-advisers.
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