AeroLeads people directory · profile
Adam Wright, Cfa, Cfp® Email & Phone Number
Director and Senior Wealth Advisor
at
Mariner
1 work email found
@kswrightassociates.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Senior Wealth Advisor
Location
Pittsburgh, Pennsylvania, United States
Who is Adam Wright, Cfa, Cfp®? Overview
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Quick answer
Adam Wright, Cfa, Cfp® is listed as Director and Senior Wealth Advisor at Mariner, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at kswrightassociates.com and a matched LinkedIn profile for Adam Wright, Cfa, Cfp®.
Adam Wright, Cfa, Cfp® previously worked as Managing Partner at Wright Associates and Managing Director - Portfolios at Wright Associates. Adam Wright, Cfa, Cfp® holds Master Of Business Administration (M.B.A.), Finance, General from University Of Pittsburgh - Joseph M. Katz Graduate School Of Business.
Company email context
Email format at Mariner
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{first}@kswrightassociates.com
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AeroLeads found 1 current-domain work email signal for Adam Wright, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
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/
Listed skills include Procurement, Supply Chain Management, Sap, Supply Chain, and 23 others.
Current workplace
Adam Wright, Cfa, Cfp®'s current company
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Mariner
Website
AeroLeads page
8 roles
Adam Wright, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Partner
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.
Managing Director - Portfolios
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.
Aug 2016 - Dec 2020
Analyst
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.
Jan 2013 - Aug 2016
Performance Analyst
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
Aug 2011 - Jan 2013
Senior Sourcing Analyst
Responsible for the management of outsourced tissue, containers, co-packing, placemats, tablecovers.
May 2011 - Aug 2011
Sourcing Analyst
Sourcing Analyst for the outsourcing team at Georgia Pacific. Support for the procurement of dispensers and manage outside contract packagers.
Jan 2010 - May 2011
Master Data Analyst
Centrally manage price, item and supplier information for all data pertaining to chemical and direct material procurement across GP business units.
Jan 2009 - Dec 2009
2 education records
Adam Wright, Cfa, Cfp® education
Master Of Business Administration (M.B.A.), Finance, General
Bs, Supply Chain & Information Systems
FAQ
Frequently asked questions about Adam Wright, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Adam Wright, Cfa, Cfp® work for?
Adam Wright, Cfa, Cfp® works for Mariner.
What is Adam Wright, Cfa, Cfp®'s role at Mariner?
Adam Wright, Cfa, Cfp® is listed as Director and Senior Wealth Advisor at Mariner.
What is Adam Wright, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @kswrightassociates.com for Adam Wright, Cfa, Cfp® at Mariner.
Where is Adam Wright, Cfa, Cfp® based?
Adam Wright, Cfa, Cfp® is based in Pittsburgh, Pennsylvania, United States while working with Mariner.
What companies has Adam Wright, Cfa, Cfp® worked for?
Adam Wright, Cfa, Cfp® has worked for Mariner, Wright Associates, Kathleen S Wright Associates Inc, and Georgia-Pacific Llc.
How can I contact Adam Wright, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Adam Wright, Cfa, Cfp® at Mariner, including work email, phone, and LinkedIn data when available.
What schools did Adam Wright, Cfa, Cfp® attend?
Adam Wright, Cfa, Cfp® holds Master Of Business Administration (M.B.A.), Finance, General from University Of Pittsburgh - Joseph M. Katz Graduate School Of Business.
What skills is Adam Wright, Cfa, Cfp® known for?
Adam Wright, Cfa, Cfp® is listed with skills including Procurement, Supply Chain Management, Sap, Supply Chain, Process Improvement, Analysis, Management, and Materials Management.
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