Your Team

A Journey Built on Experience and Client Commitment

With more than 36 years of experience in the financial services industry, Harish Jashnani has built his career around one guiding principle: putting clients first. Since 1989, he has dedicated himself to helping individuals, families, and business owners navigate their financial lives with clarity and confidence. A good listener with a long-term perspective, Harish helps clients manage expectations, simplify complexity, and create strategies that align with their most important goals.

Harish began his professional career in the apparel industry as a Sales Manager before following his fascination with Wall Street into financial services. In 1990, he joined Josephthal Lyon & Ross in New York as a Financial Advisor, later moving to Morgan Stanley, where he spent 17 years as Vice President – Investments. During this time, he honed his skills in wealth planning strategies and portfolio management working with a broad range of affluent individuals, families, and business owners.

In 2025, Harish transitioned his business to Wells Fargo Advisors, drawn to its traditional values and client-first culture. Today, as a Managing Director – Investments and PIM® Portfolio Manager* he focuses on wealth planning, portfolio management, estate strategies and legacy planning, and small to mid-size business advisory and retirement plan services. Many of his client relationships span decades, built on accessibility, trust, and long-term partnership.

Harish graduated from St. Francis Xavier and B.N.S.D. Inter College in Kanpur, India prior to moving to the United States in 1986.

Outside of work, Harish is deeply engaged in his community, volunteering at cultural events and staying connected to his heritage. He enjoys golf, traveling, and quality time with his family. Harish and his wife are proud parents of two sons and have called New Jersey home for more than 35 years.

Christopher Rivera has been in the Financial Services industry for over 18 years. He joined Harish’s team as a Private Wealth Senior Client Associate in May 2025. Prior to joining Wells Fargo Advisors, Christopher held roles at UBS Financial Services as a Client Service Associate and various back office operational roles at Morgan Stanley Smith Barney, Brown Brothers Harriman and Fidelity Investments. Christopher earned a Bachelor of Science in International Business from St. Peter’s College. He resides in North Bergen and enjoys traveling and photography.

Stephen Williams is a Lead Alternative Investment Consultant for WIM Alternative Investments Products and is based in New York City. He advises on alternative products including private equity, private debt, private real estate, hedge funds and other private placement offerings that can complement traditional investment portfolios.

Stephen has over 20 years’ experience with alternative investments and joined Wells Fargo from a startup firm providing access to private equity investments. Prior to this he was in senior commercial roles with global alternatives managers BlueCrest and Chenavari. Before that he was in a research role with consulting firm Mercer in London & New York. Stephen was also previously portfolio manager for an institutional fund based in Switzerland, and started his career as a commodities trader in the UK.

Stephen earned a Bachelor’s and Master’s degree from the University of Edinburgh. He is a CFA® charterholder and holds the Series 7 registration.

Wells Fargo Wealth & Investment Management, a division within the Wells Fargo & Company enterprise, provides financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Brokerage products and services offered through Wells Fargo Clearing Services, LLC, a registered brokerdealer and non-bank affiliate of Wells Fargo & Company. Bank products are offered through Wells Fargo Bank, N.A.

Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority, but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S.-based financial services account(s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions or communications made with Wells Fargo Advisors.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

Irina Lovelace is a custom credit banker with Wells Fargo Bank within the Wealth & Investment Management division located in Summit, NJ office with more than 20 years of experience in financial services. Irina works as part of a team to help highnet- worth individuals achieve their wealth planning goals. As a custom credit banker, she specializes in providing deep custom credit knowledge and experience to deliver tailored lending solutions that support clients’ complex borrowing needs.

Prior to joining Wells Fargo Bank, Irina worked at Webster Bank as a Managing Director, Commercial Banking. She earned a bachelor’s degree in Linguistics from Orenburg State Pedagogical University. She also has an MBA degree from University of Central Florida and a Master of Health Science degree from University of North Florida.

Irina is very passionate about helping children and is one of the sponsors with Compassion International, a nonprofit organization advocating for children in poverty. Irina is also a member of New York Road Runners (NYRR) and is one of the active fundraisers with NYRR Team for Kids aimed to help youth and community programs.

Irina resides in Northern New Jersey with her two daughters and enjoys travelling, running, biking, and spending time with her family.

Matt is a senior wealth strategist with Wells Fargo Bank’s Wealth & Investment Management located in Summit, New Jersey with more than 15 years of experience in financial services. Matt is part of a national team that works locally with ultra-high net worth clients collaborating with their advisors to review, develop, and consult on wealth transfer plans including legacy, philanthropic, business succession, and estates. Specifically, he works with advisors and their clients to gain a deeper understanding of each client’s goals and objectives, review and discuss their current plan and identify additional strategies or modifications that could enhance the likelihood of meeting the client’s goals.
Matt earned his bachelor’s degree in Economics and Business from Lafayette College and his master’s degree in Taxation from Villanova University. Matt holds the CERTIFIED FINANCIAL PLANNERTM designation.
Matt is an active member of the Estate Planning Council of Northern New Jersey.
Matt and his wife Marisa have four boys – Liam, Charlie, George and Thomas. In his free time, Matt enjoys being active outdoors, playing with his children and golfing with friends.