Brian Wright Email and Phone Number
Multiple-award winning former Wall Street analyst applying principles honed working with Fortune 500 executives to enhance results at small and mid-sized companies. at
@
PitchBook
New York, NY, US
Brian Wright's Location
New York, New York, United States, United States
Brian Wright's Contact Details
Brian Wright work email
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Brian Wright personal email
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About Brian Wright
Multi-award-winning Wall Street analyst with over twenty years of expertise across healthcare services, life sciences tools and diagnostics, biotechnology and agribusiness. Deep analytical rigor with pulse on market. External and internal investor relations experience across numerous industries with in-house experience at a Fortune 150 healthcare organization.
Brian Wright's Current Company Details
Pitchbook
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Multiple-award winning former Wall Street analyst applying principles honed working with Fortune 500 executives to enhance results at small and mid-sized companies.
New York, NY, US
Brian Wright Work Experience Details
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PitchbookNew York, Ny, Us
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AdvisorCortland Associates Inc Apr 2024 - PresentSaint Louis, Missouri, Us -
FounderCherry Street Advisors Llc Mar 2024 - PresentProvide fractional CFO and C-suite advisory services to private and publicly-traded companies including FP&A, strategic finance, strategic advisory, and investor relations services.
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Managing DirectorRoth Capital Partners Jul 2021 - Mar 2024Newport Beach, Ca, UsSenior Agribusiness and Ag biotech Analyst − Initiated coverage of over 20 companies in the Ag Biotech and Agribusiness sectors− Developed and hosted ROTH’s Ag Biotech and Agribusiness sector conferences− Developed relationships with corporate clients and institutional investors in new sector for firm -
Avp Of Investor RelationsMolina Healthcare Nov 2019 - Jul 2021Long Beach, California, Us− Led strategy and corporate development teams to produce five-year strategic and financial plan as part of Investor Day preparation− Provided advice and counsel with regard to likely capital market reactions to various scenarios− Drove quarterly earnings process− Partnered with SEC reporting group and finance team in review of SEC filings− Tracked and reported on competitor business developments including financial results− Developed and maintained relationships with key institutional investors and sell-side analysts -
Vp Of Investor Relations (Life Sciences, Medical Technologies, Biotech, Digital Health)Westwicke Mar 2017 - Nov 2019Baltimore, Maryland, UsAct as a principal investor relations officer on behalf of a multitude of medical device, life sciences, healthcare service and digital healthcare companies - Develop and implement comprehensive IR programs - Work with startup CEO’s and CFO’s to develop financial plans, metrics, and milestones - Develop presentations for the boards of directors - Create business development strategies and plans - Raise capital for startup to mid-sized private companies - Provide M&A advisory services -
Managing Director (Senior Healthcare Equity Research Analyst)Sterne Agee Crt May 2014 - Jun 2016− Ranked #3 Wall Street analyst in the healthcare provider sector for earnings estimate accuracy by StarMine in 2015− Published research report that identified over 10 potential healthcare M&A combinations along with commensurate earnings accretion of which 3 acquisitions were announced− Utilized GAAP and statutory accounting analysis to identify risk to forecasts as we projected substantial earnings risk at WellCare in 2014 (WellCare subsequently lowered its annual earnings forecast by 49%)
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Managing Director (Senior Healthcare Equity Research Analyst)Monness, Crespi, Hardt & Co., Inc. Jan 2012 - May 2014Us− Ranked the #1 Wall Street analyst in the healthcare provider sector for earnings estimate accuracy by StarMine in 2013− Recommendations generated a 13% return in 2012 and a 29% return in 2013− Analysis of pricing data sets of KY Medicaid contracts identified budgetary risks for a number of firms (KY losses for the industry in the first year of implementation were well above typical Medicaid contract levels for similar implementations and resulted in one of the firms exiting the market) -
Director (Senior Healthcare Equity Research Analyst)Citadel Securities Nov 2010 - Aug 2011− Lead a team that initiated research coverage of two sectors simultaneously (health plans and PBM’s/retail pharmacies) within 2 months − Successfully forecasted that Wall Street EBITDA margin expectations in 2011 were too high as pricing pressures were increasing for the PBM industry, resulting in Medco shares declining over 20% in the first six months of 2011 − Investment recommendations delivered a 23% return with a 2.29 Sharpe ratio
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Managing Director (Senior Healthcare Equity Research Analyst)Canaccord Genuity Inc. Jul 2009 - Nov 2010New York, Ny, Us− Hosted the company’s first-ever Healthcare Conference, which drew senior executives from 6 health plans and over 100 institutional buy-side clients− Identified potential regulatory hurdles that needed to be cleared for more effective implementation of the Affordable Care Act, communicated those concerns to industry executives− Buy-rated recommendations generated a 23% gain and Sell-rated recommendations saw a 13% decline -
Vice President (Senior Healthcare Equity Research Analyst)Bank Of America Jun 2008 - Jun 2009Charlotte, Nc, Us− Managed a three-person equity research team with accompanying budgetary responsibilities− Developed a proprietary tracker that marked-to-market investment portfolios of covered health insurance companies which indicated market inefficiencies for patient investors, in the midst of the financial crisis− S&P 500 Managed Care Index rallied 7.4% following upgrade of sector to Overweight on 10/13/08 vs. 13.4% decline in S&P 500 -
Vice President (Senior Healthcare Equity Research Analyst)Jefferies Jun 2006 - Jan 2008New York City, New York, Us− Ranked the #1 Healthcare Provider Analyst by the Wall Street Journal for stock picking performance in 2007− Utilized large complex industry data sets and company specific financial modeling analysis to conclude that the commercial managed care industry was unlikely to achieve margin targets for 2008− In-depth research utilizing customer channel checks identified a substantial investment opportunity in WCG shares following an FBI raid and subsequent share decline from $120 to $17− Buy-rated stocks averaged a 31% return, Hold-rated stocks averaged a 3% return, and Sell-rated stocks averaged a -5% return -
Associate Director, (Healthcare Equity Research Analyst)Bear Stearns 2000 - 2006− Associate to an Institutional Investor top-rated equity research analyst in the healthcare provider sector− Analysis of multiple industry data sets successfully identified that the managed Medicaid subsector would see the most opportunity in the managed care industry over the next decade with over 20% annual topline growth during that period− Prepared presentations for Board of Directors for several companies in strategic review of the industry
Brian Wright Skills
Equity Research
Equities
Valuation
Financial Modeling
Hedge Funds
Capital Markets
Investments
Asset Management
Portfolio Management
Fixed Income
Private Equity
Financial Analysis
Investment Banking
Bloomberg
Series 7
Alternative Investments
Investor Relations
Strate
Financial Planning And Analysis
Asset Managment
Mergers And Acquisitions
Corporate Finance
Due Diligence
Securities
Management
Finance
Investment Management
Financial Markets
Strategy
Competitive Analysis
Venture Capital
Strategic Planning
Business Development
Executive Management
Business Strategy
Capital Raising
Data Analysis
Big Data
Debt And Equity Capital Raising
Series 63
Series 79
Forecasting
Budgeting
Accounting
Leadership
Board Presentations
Brian Wright Education Details
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Indiana University BloomingtonFinance -
Rockhurst UniversityFinance/Economics
Frequently Asked Questions about Brian Wright
What company does Brian Wright work for?
Brian Wright works for Pitchbook
What is Brian Wright's role at the current company?
Brian Wright's current role is Multiple-award winning former Wall Street analyst applying principles honed working with Fortune 500 executives to enhance results at small and mid-sized companies..
What is Brian Wright's email address?
Brian Wright's email address is br****@****inc.com
What schools did Brian Wright attend?
Brian Wright attended Indiana University Bloomington, Rockhurst University.
What skills is Brian Wright known for?
Brian Wright has skills like Equity Research, Equities, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Investments, Asset Management, Portfolio Management, Fixed Income, Private Equity, Financial Analysis.
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