Neelesh Champaneri, CFA, CAIA, CFP®
Senior Investment Specialist
Department: Investment Team
Experience: Wealth management since 2014
Education: MBA from the Albers School of Business and Economics at Seattle University; Bachelor’s degree in Business from the University of Washington; and studied at the Audencia School of Management in Nantes, France.
Neelesh joined the Modern Wealth team in March 2025 and is responsible for researching investments, designing portfolios, and communicating the firm’s investment strategy to existing and prospective clients. He arrived at Modern Wealth when the firm acquired Wade Financial Advisory in Campbell, California.
Before joining WFA in 2017, Neelesh was a member of the portfolio management team at a West Coast wealth management and mortgage banking business. There, he was responsible for researching non-traditional investments, contributing to the team’s portfolio construction process, and implementing the firm’s investment strategy. Before that, he held roles in finance and accounting at Microsoft and Boeing.
Originally from Leeds, England, Neelesh lived in Seattle before moving to the San Francisco Bay Area, where he resides with his fiancée. He enjoys reading, crossword puzzles, bicycling, exploring the restaurants of San Francisco, creating complex cocktails, indulging his coffee habit, and supporting Leeds United Football Club. Neelesh is also a member of the CFA Society of San Francisco.