Brett Wright Email and Phone Number
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I’ve built my career on a foundation of genuine, trust-based relationships, from leading neighborhood adventures as a kid to steering corporate strategies in financial services. This ability to connect with people has shaped my leadership style, starting as a football captain at Penn State, where I led with positivity and authenticity, even in challenging times.At Macquarie Asset Management, I advanced team dynamics by creating a team charter that improved how we worked and made decisions. This enhanced collaboration resulted in better decision-making and significantly improved client experiences. As Head of the Americas Client Group, I led strategic initiatives across new products, sales channels, and geographies, driving substantial AUM growth and expanding Macquarie’s presence in global markets.During the uncertainty of COVID-19, I focused on fostering empathy and cohesion by leading open discussions on current events. These discussions helped our team navigate challenges with resilience and fostered stronger connections—an essential aspect of leading through empathy.As Chief Revenue Officer at Tortoise, I’m excited to contribute to an organization poised for growth in the energy and power infrastructure space. My role focuses on modernizing distribution, leading strategic initiatives, and deepening client relationships through people, culture, and innovative solutions. I’m passionate about helping Tortoise scale and transform as it navigates a rapidly evolving industry.At AXS Investments, I embraced the challenge of joining an early-stage start-up, pursuing a high-risk, high-reward opportunity with financial sponsor backing. Although the acquisitions didn’t close, leading to a pivot in strategy, the experience gave me valuable insights into the complexities of building a business from the ground up. I worked alongside talented individuals and learned how to adapt quickly to changing market conditions—skills that continue to shape my leadership approach today.Outside my professional work, I’ve cultivated a community for accomplished executives navigating career transitions, where I foster peer coaching and continuous connection. This initiative reflects my commitment to developing people and building supportive, growth-oriented environments.My interests in mountaineering and exploratory travel reflect my affinity for resilience, risk-taking, and growth—qualities that mirror my professional approach. I thrive on challenges and lead through adversity, always seeking new ways to elevate teams and organizations.
Tortoise Capital
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Chief Revenue Officer (Cro)Tortoise Capital Sep 2024 - PresentOverland Park, Kansas, UsAs Chief Revenue Officer at Tortoise, I lead the firm’s distribution strategy, focusing on modernizing sales and marketing efforts and deepening client engagement in the energy and infrastructure space. My role is to ensure that Tortoise’s distribution model is positioned for long-term, scalable growth by integrating data-driven insights, innovative technology, and a focus on client-centric solutions.I am accountable for:Driving measurable growth through distribution modernization, aligning all efforts with Tortoise’s long-term strategic goals.Building and leading a high-performing team, empowering them to deliver exceptional results through collaboration and innovation.Enhancing client relationships and developing strategic partnerships that lead to sustainable revenue growth.Leveraging data and technology to optimize distribution processes and improve sales efficiency.Aligning cross-functional teams to streamline processes and ensure cohesive communication across all channels.I focus on creating a best-in-class distribution framework that supports Tortoise’s growth in the rapidly evolving energy sector while positioning the firm for long-term success through strategic partnerships and cutting-edge solutions. -
Strategic Business ConsultantInvestment And Wealth Institute Apr 2024 - Sep 2024I am eager to join a dynamic asset management firm where I can spearhead strategic growth and competitive initiatives by leveraging my extensive experience in cultivating impactful relationships and fostering a culture of success.In my role at IWI, the engagement has me focusing on my passion for leadership development, strategy, and communities. Key highlights:* Executive Team Coaching: Advancing leadership skills for crucial executives, including the CEO, enhancing their ability to navigate complex challenges and fostering a culture centered on effective relationships.* Sales Plan Development: Helping create a robust sales strategy, demonstrating my strategic planning skills and ability to turn visions into actionable plans.* WealthBoard Community Initiative: This initiative drives stakeholder engagement and collaborative decision-making, reflecting my commitment to elevating industry standards through meaningful dialogue.This consultancy encapsulates my approach to leadership, which focuses on people, relationships, and culture as catalysts for solving challenges and achieving goals. I bring these core values to a prospective full-time leadership role to create a lasting impact.
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Partner, Managing Director, Head Of DistributionAxs Investments Apr 2023 - Jan 2024Port Chester, Ny, UsI joined the partnership to lead distribution, actively contribute to the strategy and execution of major firm initiatives, and generate ideas for organic growth. Responsibilities include:➤ Set Vision, Strategy, and Execution for Sales & Distribution➤ Supervising Principal oversees activities for all registered reps.➤ Partnership with marketing.➤ Use business intelligence for data-led decision-making and to shape sales strategy.➤ Maintain strong relationships with broker-dealers. -
Head Of Client Solutions Group Americas'Macquarie Group Apr 2020 - Jan 2023Sydney, Nsw, AuPromoted to lead all business development in the Americas’ across public and private capabilities, as well as elevated to service on the Global Macquarie Management forum and the International Senior Leadership committee.🎯 Strategized and executed a global distribution plan to integrate a team of 234 international professionals (135 in the US) from siloed teams across public and private markets, to enhance the client experience, leverage relative positioning, and activate ambition for permanent capital with insurance companies and intermediaries.🎯 Led the distribution deal team and subsequent integration of Macquarie’s $1.7B acquisition of Waddell and Reed ($63B in AUM), making Macquarie one of LPL’s top strategic asset management partners and a top 25 manager of actively managed funds in the US.🎯 Led distribution deal team and subsequent integration of Macquarie’s acquisition of Central Park Group, a retail alternatives boutique with $3.5B in AUM, providing UHNW clients with access to hedge funds, private equity, and fund-of-funds.🎯 Improved fundraising to $6.9B versus the $5.0B target for Macquarie Infrastructure Portfolio V, by leveraging client subject matter expertise, cross-selling, competing with data-enabled distribution, and enhancing teamwork. 🎯 Directed comprehensive strategic review of the retail operating model in order to align future state aspirations by engaging with global stakeholders in discovery, hosting forums to market level-set, benchmarking across custom peer competitors, and debating current positioning. 🎯 Instituted monthly forums with senior leaders in investments, distribution, finance, and product management to enable two-way communication and enhance collaboration to improve dialogue surrounding strategic initiatives. -
Co-Head Of Client GroupMacquarie Group Jul 2016 - Apr 2020Sydney, Nsw, AuPromoted to Senior Managing Director to lead Macquarie Public Investments across the Western Hemisphere, including the US and Europe, managing 120 direct reports across institutional, retail, and client service functions. ◆ Spearheaded major overhaul of US institutional structure by building a dedicated consultant relations team, rationalizing relationship management, restructuring incentive compensation and pool funding, rebuilding direct plans and insurance channels, and developing a new leadership team.◆ Orchestrated a strategic review of the UK and Continental Europe resource plan, including team structure and size, distribution priorities, and client engagement model, resulting in the streamlining of resources and focus countries.◆ Developed a framework to assess the addressability, feasibility, and prioritization of investment capabilities into the highest opportunities, and liaised with investment teams to ensure focus. ◆ Grew firm profit by 15% over 3 years by a refining distribution strategy, revamping leadership, developing clear goals, and ensuring a culture of accountability. ◆ Elevated to Public Investment’s 11-member Executive Committee whose responsibilities included overall firm strategy and budget process, monitoring and driving the performance of the business, and approving significant investments. -
Head Of Third-Party DistributionMacquarie Group Jul 2014 - Jul 2016Sydney, Nsw, AuPromoted to Managing Director to lead the setting of vision, strategy, and execution of Delaware’s retail business, representing 60% of Macquarie’s public investments profits. ➜ Built an independent broker-dealer sales channel and launched a new relationship with Ameriprise that grew to $2.5 in AUM.➜ Accelerated growth of the RIA channel by 20% to $700m annually by pivoting to focus on large and sophisticated mandates awarded through gatekeepers of custody, bank trust, and roll-up aggregator retirement firms.➜ Designed a compensation plan to align with firm profitability, promoted a structured bonus pool to reward performance, and prioritized employee development by establishing core competencies, soft-skills training, and regular assessment. -
Western Division Sales ManagerMacquarie Group Jan 2011 - Jul 2014Sydney, Nsw, AuSourced, retained, and coached a team of 15 regional directors that represented mutual funds and separately managed accounts to both wirehouses and independent broker-dealers. 👉 Assumed direct regulatory supervision and management responsibility for 15 Regional Directors.👉 Drove sales and exceeded goals by helping regional directors develop business plans that are specific, measurable, and actionable. 👉 Uncovered growth opportunities by partnering with regional broker-dealer leadership and centers of influence on value-add insights into business building ideas and portfolio construction. -
Senior Vice President|Key AccountsIng Investment Management 2008 - 2011The Hague, South Holland, NlStrategically positioned both traditional and alternative investments for placement on discretionary investment platforms. Developed and packaged business opportunities, managed the relationships across sales, operations and marketing. Coordinated and packaged resources to key stakeholders both within the firm and outside. -
Director Of Investment ProductsAxa Distributors Aug 2006 - Jul 2008Recruited, developed, trained and implemented a team of five investment specialists to promote the asset management capabilities of AXA's Fund Management Group.Reengineered fund sponsor revenue sharing program to double its financial contribution from $4m to $10m.Managed investment product group to strategically expand product offerings in mutual funds, alternatives and advisory products to the AXA Broker-Dealer
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Regional Sales Manager For Alternative InvestmentsMerrill Lynch 2005 - 2006New York, Ny, UsAlternative Investment Specialist to the Private Banking Advisors on the West Coast.Developed training, implemented product rollouts and mentored advisors on the use of AI within a clients diversified portfolio. -
Regional DirectorFurman Selz Capital Management 2000 - 2005Wholesaled separate accounts to major wirehouses and middle market institutions.Developed western territory to $550m in sales and ranked #1 in market share within the Consults program for LCG managers.
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Regional Sales ManagerLord, Abbett & Co. Llc 1998 - 2000Jersey City, New Jersey, UsWholesaled mutual funds and separate accounts to the wirehouses in Southern California.
Brett Wright Skills
Brett Wright Education Details
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Penn State UniversityBachelor'S Degree
Frequently Asked Questions about Brett Wright
What company does Brett Wright work for?
Brett Wright works for Tortoise Capital
What is Brett Wright's role at the current company?
Brett Wright's current role is ◆ Strategic C-Suite Leader, Asset Management ◆ Building Genuine, Trust-Based Relationships ◆ Industry Connector & Relationship Builder ◆ Champion of Organizational Culture ◆ Transformative Sales Leadership.
What is Brett Wright's email address?
Brett Wright's email address is br****@****rie.com
What is Brett Wright's direct phone number?
Brett Wright's direct phone number is +121525*****
What schools did Brett Wright attend?
Brett Wright attended Penn State University.
What are some of Brett Wright's interests?
Brett Wright has interest in Education.
What skills is Brett Wright known for?
Brett Wright has skills like Mutual Funds, Alternative Investments, Investments, Asset Management, Separately Managed Accounts, Series 63, Business Development, Relationship Management, Series 7.
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