Lead Financial Strategist
Manjula collaborates with WDS advisors to uncover potential value-added opportunities for clients and prospects. Combining knowledge with prior experience in financial planning, taxes, and portfolio management, Manjula strives to bring about better outcomes for clients.
Manjula was born and raised in Sri Lanka. He earned his bachelor’s degree in finance from the University of Wisconsin – La Crosse and his MBA from Northeastern University in Boston, Massachusetts. He is a CFA Charterholder and has also earned his Certified Financial Planner designation. Over his 25-plus-year career in the financial industry, Manjula has worked with small to mid-sized Registered Investment Advisors (RIAs) as well as larger organizations such as US Bank and BMO Harris Private Bank.
Manjula lives in Verona with his wife Shevanthi and son Shamal (10). Manjula is a member of the St. Andrew’s Episcopal Church choir in Madison and in his free time enjoys listening to choral music, reading poetry, following sports, and spending quality time with friends and family.