Neelesh Champaneri, CFA, CAIA
Neelesh joined Wade Financial Advisory, Inc. (WFA) as a Senior Portfolio Manager, with the responsibility of researching investment strategies and constructing client portfolios.
Before joining WFA, Neelesh was a member of the portfolio management team at a West Coast wealth management and mortgage banking business. There, he was responsible for implementing the firm's investment strategy, researched non-traditional investments, and contributed to the team's portfolio construction process. Before that, he held roles in accounting and Finance at Razorfish, a Microsoft subsidiary, and Boeing.
Neelesh has a real passion for the complex and continuously evolving environment of investing. He enjoys working in an environment that is focused on working as a team to take care of clients and focusing on the long-term practices that drive successful investing outcomes.
Neelesh is a Chartered Financial Analyst, Chartered Alternative Investment 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 riding his bike, spending time with family and reading novels, and the latest news. As a Seattleite, he also loves espresso, mochas, and almost all forms of coffee.