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Vashish Muniah, CFA
Vashish Muniah is a CFA Charterholder and actuarial science graduate whose deep technical foundation and market fluency underpin Heritage Wealth’s research and portfolio innovation. He brings experience in both discretionary portfolio management and structured product execution from his prior roles at DTOS Capital Markets, MCB, and Warwyck Securities.

Vashish has managed portfolios for both institutional and private clients, executed trades across equities, fixed income, options, and ETFs, and built valuation models that inform high-conviction investment theses. His background also includes stints in strategy and reporting functions at SBM Holdings, HSBC, and LCF Securities.

A high-performing academic with First-Class Honours in Actuarial Studies, Vashish passed all three CFA levels on his first attempt. At Heritage Wealth, he leads the design of data-driven investment solutions, tactical asset allocation, and thematic research.
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John is the Worldwide Managing Partner, CEO, and Chairman of the Board of Directors at Finovate, where he oversees global strategy and operations while preserving Bain’s renowned culture. With over 20 years at the firm, John has advised global CEOs and is a recognized expert in deal advisory and value creation for portfolio companies.

He has a strong background in private equity, corporate mergers and acquisitions, and consumer products. John is also involved in sustainability initiatives and serves on the Board of Directors of Cancer, a non-profit focused on fighting pediatric cancer. He holds master’s degrees in civil engineering and multilingual business communication from the University of Ghent and is based in New York.

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