Frederick Wright

Frederick Wright Email and Phone Number

Managing Director / Portfolio Managment at NovaPoint Capital LLC @ NovaPoint Capital LLC
atlanta, georgia, united states
Frederick Wright's Location
Atlanta, Georgia, United States, United States
Frederick Wright's Contact Details

Frederick Wright work email

Frederick Wright personal email

n/a
About Frederick Wright

Upon receiving his MBA in Finance from Emory University, Frederick began his investment career in 1991 with Balentine & Company. After rising to be a partner there he launched his own RIA company, Wright Investment Management, in 1997. Frederick merged his company into an Atlanta based accounting firm and helped them launch their RIA practice. He served there in various roles, including President and Chief Investment Officer for over 15 years, helping the firm grow to over $500 million in assets under management.Frederick joined Brightworth in 2016 and provided comprehensive wealth and investment advice to high net-worth individuals and families. While a partner there, he helped the firm double in size to over $3.5 billion of assets under management. As a CFA, he is dedicated to promoting the highest standards of education, integrity and professional excellence for client investments. He has served as a member of the Monthly Advisor Confidence Index and a member of the Structured Products Association.Frederick joined NovaPoint Capital in 2019, returning to the boutique firm environment he enjoys most, and also aligning with other like-minded former military officers. At NovaPoint, he uses his two decades of experience serving as a chief investment officer, to personalize the portfolios of his clients. The optimal portfolio mix of stocks, bonds and other investments ebbs and flows as the markets move, presenting at times greater opportunities than others. Frederick learns the personal preferences and goals of clients, and takes those into strong consideration as well.Following his father's military career around the U.S. and Germany, Frederick moved often throughout his childhood. He received his Bachelor of Science in Engineering from the US Military Academy at West Point, served in the Army and then settled in Atlanta more than 25 years ago. Frederick has two children and attends Passion City church. He enjoys ALTA tennis, golf, reading and writing.

Frederick Wright's Current Company Details
NovaPoint Capital LLC

Novapoint Capital Llc

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Managing Director / Portfolio Managment at NovaPoint Capital LLC
atlanta, georgia, united states
Employees:
6
Frederick Wright Work Experience Details
  • Novapoint Capital Llc
    Managing Director / Portfolio Managment
    Novapoint Capital Llc May 2019 - Present
  • Brightworth
    Partner And Wealth Advisor
    Brightworth Jun 2016 - May 2019
    Atlanta, Ga
    Frederick joined Brightworth in 2016 and provided comprehensive wealth and investment advice to high net-worth individuals and families. As a partner there, he helped the firm double in size to over $3.5 billion of Assets Under Management. A Chartered Financial Analyst® Charterholder, Frederick is dedicated to promoting the highest standards of education, integrity and professional excellence for client investments.
  • Brightworth
    Partner And Wealth Advisor
    Brightworth May 2016 - Apr 2019
  • Smith & Howard Wealth Management, Llc
    Partner
    Smith & Howard Wealth Management, Llc Aug 1999 - Jun 2016
    Co-founder of the firm in 1999. Have served as a wealth manager ever since, interacting with clients and positioning their portfolios to achieve their financial goals. Since inception I have also served on the firm's Investment Policy Committee and helped oversee the growth of the firm ten-fold.
  • Wright Investment Management
    President
    Wright Investment Management 1998 - 1999
    Founder and President. Established the firm as fee-only to better serve investment clients with complete objectivity and to differentiate the firm in the Atlanta market place.Initiated a merger with the partners of Smith & Howard to form a full service wealth management firm. That firm is now known as Smith & Howard Wealth Management.
  • Balentine & Company
    Partner
    Balentine & Company Apr 1991 - May 1998
    Wealth Manager for high-net-worth families

Frederick Wright Skills

Due Diligence Tax Financial Analysis Estate Planning S Corporations Income Tax Mergers Llc Tax Research International Tax Corporate Tax Partnership Taxation

Frederick Wright Education Details

Frequently Asked Questions about Frederick Wright

What company does Frederick Wright work for?

Frederick Wright works for Novapoint Capital Llc

What is Frederick Wright's role at the current company?

Frederick Wright's current role is Managing Director / Portfolio Managment at NovaPoint Capital LLC.

What is Frederick Wright's email address?

Frederick Wright's email address is fr****@****rth.com

What is Frederick Wright's direct phone number?

Frederick Wright's direct phone number is +140476*****

What schools did Frederick Wright attend?

Frederick Wright attended United States Military Academy At West Point, Emory University, Kecoughtan.

What are some of Frederick Wright's interests?

Frederick Wright has interest in Swimming, Tennis, Writing, Reading.

What skills is Frederick Wright known for?

Frederick Wright has skills like Due Diligence, Tax, Financial Analysis, Estate Planning, S Corporations, Income Tax, Mergers, Llc, Tax Research, International Tax, Corporate Tax, Partnership Taxation.

Who are Frederick Wright's colleagues?

Frederick Wright's colleagues are Kylie Scrogin, Alan Conner, Samantha Whitford, Mallorie Nordahl, Jex Roach, Mba, Afc®.

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