Vanessa Upadhyaya

Operational Compliance Assistance
904-449-0567

Vanessa, a Florida native from West Palm Beach, is the second oldest of seven siblings. After earning her undergraduate degree from the University of North Florida in 2008, she returned to pursue her Master’s in European History, focusing on the Holocaust and the Second World War.

 

Vanessa began her career in the finance industry in 2003 as a teller at a local bank, and later moved to Ponte Vedra Beach in 2014, where she joined Morgan Stanley as an assistant to a team of financial advisors. It was here that she first met David, and her husband, Tesh.

 

Now, Vanessa is excited to join our team in a compliance and client-facing role. Working closely with David, Tesh, and Baylee, she’ll help enhance the service we provide to our clients while ensuring we remain compliant with all relevant regulatory bodies.

 

Outside of work, Vanessa enjoys biking, reading, and spending time with her cats and puppy. She lives in Ponte Vedra Beach with her husband and their beloved pets and is always trying to convince Tesh to add another four-legged member to their family.