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Manish Mukhi

Managing Partner & Private Wealth Manager, The Capitol Bay Group
Private Wealth Management, Portfolio Strategy & Succession Planning

APMA™Forbes Best-in-StatePrivate WealthJMU BBA 29 Years ExperienceForbes HonoreeAPMA™ Certified
About

Private Wealth Management & Portfolio Strategy

Manish Mukhi, APMA™, is a Managing Partner and Private Wealth Manager at The Capitol Bay Group (affiliated with Upstream Investment Partners and LPL Financial) in Tysons, Virginia.

With 29 years of wealth management and asset allocation experience, Manish develops custom portfolio strategies, tax-advantaged retirement distribution models, and comprehensive financial roadmaps for corporate executives, business owners, and family offices. His team has been repeatedly honored on the prestigious Forbes Best-in-State Wealth Management Teams list. A graduate of James Madison University, Manish holds the Accredited Portfolio Management Advisor (APMA™) designation.

Investment Philosophy

“Exceptional portfolio management requires a balance of analytical discipline, dynamic asset allocation, and clear alignment with the client’s multi-generational life vision.”

Practice

Core Practice Areas

Accredited Portfolio Management (APMA™)

Rigorous risk-adjusted portfolio design using macroeconomic indicators and individual equity/debt allocation.

Executive Retirement & Equity Compensation Planning

Optimizing stock options, RSUs, deferred compensation, and qualified retirement distribution.

Family Legacy & Wealth Transfer

Structuring tax-efficient intergenerational transfer strategies for business owners and high-net-worth families.

Capabilities

Core Competency Areas

APMA™ Certified
Forbes Best-in-State
Private Wealth
Portfolio Strategy
Asset Allocation
Executive Wealth
JMU BBA
LPL Financial
Career

Professional History

Managing Partner & Wealth Manager

The Capitol Bay Group (LPL Financial) • 2025 -- Present

Leading private wealth advisory practice serving founders, executives, and family offices.

Senior Vice President & Wealth Advisor

Ameriprise Financial • 1995 -- 2025

30-year track record building comprehensive wealth portfolios and earning Forbes Best-in-State recognition.

By the Numbers

29
Years Experience
Forbes
Best-in-State Honoree
APMA™
Portfolio Advisor
JMU
Finance B.B.A.
Credentials

Education & Credentials

B.B.A. in Finance

James Madison University

Accredited Portfolio Management Advisor (APMA™)

College for Financial Planning

Awards

Honors & Alliances

Forbes Best-in-State Wealth Management

Team Award Recipient (2024, 2025)

Financial Planning Association (FPA)

Member

JMU Alumni Association

Alumnus

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