Adam Wright, Cfa, Cfp®

Adam Wright, Cfa, Cfp® Email and Phone Number

Financial Adviser at Wright Associates @ Wright Associates
pittsburgh, pennsylvania, united states
Adam Wright, Cfa, Cfp®'s Location
Pittsburgh, Pennsylvania, United States, United States
Adam Wright, Cfa, Cfp®'s Contact Details

Adam Wright, Cfa, Cfp® work email

Adam Wright, Cfa, Cfp® personal email

About Adam Wright, Cfa, Cfp®

Adam Wright is a Certified Financial Planner® at Wright Associates, a financial advisory firm that helps individuals set financial plans. If you’re serious about planning for your retirement and investing for your future, his annual process will help you make the right money choices today. Adam and his team at Wright Associates are here to make sure no part of your financial plan collects dust.Adam has a Bachelor of Science in Supply Chain and Information Systems from The Pennsylvania State University and a Master of Business Administration from University of Pittsburgh, Katz Graduate School of Business. To learn more about Adam or Wright Associates, visit https://kswrightassociates.com/

Adam Wright, Cfa, Cfp®'s Current Company Details
Wright Associates

Wright Associates

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Financial Adviser at Wright Associates
pittsburgh, pennsylvania, united states
Website:
kswrightassociates.com
Employees:
2
Adam Wright, Cfa, Cfp® Work Experience Details
  • Wright Associates
    Managing Partner
    Wright Associates Jan 2021 - Present
    Greater Pittsburgh Region
    Adam guides clients on their path to retirement success. He wants everyone to reduce the worry of retirement and replace it with confidence and excitement. That's why we help people retire by design, not by default.
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  • Wright Associates
    Managing Director - Portfolios
    Wright Associates Aug 2016 - Dec 2020
    Greater Pittsburgh Area
    Develop portfolios in light of client constraints to help them meet goals and objectivesConstruct due diligence reports in order to develop an objective and reasonable basis for securities owned by clientsAssist in the creation of financial plans and investment policy statements for current and prospective clientsMaintain internal reporting software to ensure accuracy of reports sent to clientsCreate and present quarterly presentations to clients so they can better understand how their money if working for themHelp facilitate the creation of compliance programs and techniques to keep up with changing regulatory conditions
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  • Kathleen S Wright Associates Inc
    Analyst
    Kathleen S Wright Associates Inc Jan 2013 - Aug 2016
    Greater Pittsburgh Area
    Manage the portfolio reporting software and other data toolsOptimize current processes and procedures to enhance efficiency and profitability of the firmAct in a limited capacity as an investment adviser representative and portfolio managerEvaluate past, current and prospective money management firms for potential investmentHelp develop proprietary investment analysis templates to build reasonable basisAssist in securities due diligence process, research and analysis
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  • Kathleen S Wright Associates Inc
    Performance Analyst
    Kathleen S Wright Associates Inc Aug 2011 - Jan 2013
    Greater Pittsburgh Area
    Manage the outsourced solution for daily downloads and reconciliationCreate and support quarterly performance reportingEvaluate opportunities to enhance policies, procedures, and technologies usedSupport senior investment professionalsPerform ad hoc projects/reports as required
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  • Georgia-Pacific Llc
    Senior Sourcing Analyst
    Georgia-Pacific Llc May 2011 - Aug 2011
    Responsible for the management of outsourced tissue, containers, co-packing, placemats, tablecovers.
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  • Georgia-Pacific Llc
    Sourcing Analyst
    Georgia-Pacific Llc Jan 2010 - May 2011
    Sourcing Analyst for the outsourcing team at Georgia Pacific. Support for the procurement of dispensers and manage outside contract packagers.
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  • Georgia-Pacific Llc
    Master Data Analyst
    Georgia-Pacific Llc Jan 2009 - Dec 2009
    Centrally manage price, item and supplier information for all data pertaining to chemical and direct material procurement across GP business units.
    View

Adam Wright, Cfa, Cfp® Skills

Procurement Supply Chain Management Sap Supply Chain Process Improvement Analysis Management Materials Management Strategic Sourcing Logistics Purchasing Cross Functional Team Leadership Supply Management Negotiation Pricing Sourcing Six Sigma Inventory Management Esourcing Continuous Improvement Demand Forecasting Vendor Management Forecasting Training Microsoft Office Business Process Improvement Ms Office Suite

Adam Wright, Cfa, Cfp® Education Details

Frequently Asked Questions about Adam Wright, Cfa, Cfp®

What company does Adam Wright, Cfa, Cfp® work for?

Adam Wright, Cfa, Cfp® works for Wright Associates

What is Adam Wright, Cfa, Cfp®'s role at the current company?

Adam Wright, Cfa, Cfp®'s current role is Financial Adviser at Wright Associates.

What is Adam Wright, Cfa, Cfp®'s email address?

Adam Wright, Cfa, Cfp®'s email address is ak****@****ail.com

What schools did Adam Wright, Cfa, Cfp® attend?

Adam Wright, Cfa, Cfp® attended University Of Pittsburgh - Joseph M. Katz Graduate School Of Business, Penn State University.

What are some of Adam Wright, Cfa, Cfp®'s interests?

Adam Wright, Cfa, Cfp® has interest in Civil Rights And Social Action, Animal Welfare, Children, Education.

What skills is Adam Wright, Cfa, Cfp® known for?

Adam Wright, Cfa, Cfp® has skills like Procurement, Supply Chain Management, Sap, Supply Chain, Process Improvement, Analysis, Management, Materials Management, Strategic Sourcing, Logistics, Purchasing, Cross Functional Team Leadership.

Who are Adam Wright, Cfa, Cfp®'s colleagues?

Adam Wright, Cfa, Cfp®'s colleagues are Kyle Beckhusen, Cfp®, Clu®.

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