H. Allen Wright, Jr., Cima

H. Allen Wright, Jr., Cima Email and Phone Number

Principal, Senior Wealth Advisor @ Cla Cast (Formerly Monaghan Group)
Indianapolis, Indiana, United States
H. Allen Wright, Jr., Cima's Location
United States, United States
H. Allen Wright, Jr., Cima's Contact Details

H. Allen Wright, Jr., Cima personal email

n/a

H. Allen Wright, Jr., Cima phone numbers

About H. Allen Wright, Jr., Cima

H. Allen Wright, Jr., Cima is a Principal, Senior Wealth Advisor at Cla Cast (Formerly Monaghan Group). He possess expertise in asset allocation, financial planning, retirement planning, asset management, investment management and 4 more skills. He is proficient in Spanish.

H. Allen Wright, Jr., Cima's Current Company Details
Cla Cast (Formerly Monaghan Group)

Cla Cast (Formerly Monaghan Group)

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Principal, Senior Wealth Advisor
Indianapolis, Indiana, United States
H. Allen Wright, Jr., Cima Work Experience Details
  • Cla Cast (Formerly Monaghan Group)
    Principal, Senior Wealth Advisor
    Cla Cast (Formerly Monaghan Group)
    Indianapolis, Indiana, United States
    View
  • Obsidiant Partners, Llc
    Co-Founder & Chief Executive Officer
    Obsidiant Partners, Llc May 2024 - Present
    Carmel, In
    Obsidiant Partners exists to help individual and institutional clients with investment management, planning and consulting services. As a co-founder and chief executive of the firm, my role is to not only work with families and organizations in a hands on way, but to ensure that as a firm, we are delivering at all times, on our commitment to provide and implement strategies to meet the needs and financial goals of our clients.
  • Cla (Cliftonlarsonallen)
    Principal, Senior Wealth Advisor
    Cla (Cliftonlarsonallen) Nov 2018 - Apr 2024
    Indianapolis, Indiana
  • Cla (Cliftonlarsonallen)
    Director, Senior Wealth Advisor
    Cla (Cliftonlarsonallen) Feb 2016 - Nov 2018
    Indianapolis, Indiana
  • Pnc Wealth Management
    Vice President, Senior Relationship Manager
    Pnc Wealth Management May 2012 - Jan 2016
    Indianapolis, Indiana Area
    View
  • Bank Of America Merrill Lynch
    Financial Advisor
    Bank Of America Merrill Lynch 2006 - May 2012
    Indianapolis, Indiana Area
    View
  • Lilly Endowment, Inc
    Program Director
    Lilly Endowment, Inc 2000 - 2006
    Indianapolis, Indiana Area
    View
  • Indianapolis Neighborhood Housing Partnership
    Executive Vice President
    Indianapolis Neighborhood Housing Partnership 1996 - 2000
    Indianapolis, Indiana Area
    View

H. Allen Wright, Jr., Cima Skills

Asset Allocation Financial Planning Retirement Planning Asset Management Investment Management Institutional Investments Wealth Preservation Retirement Income Strategies Wealth Management Services

H. Allen Wright, Jr., Cima Education Details

Frequently Asked Questions about H. Allen Wright, Jr., Cima

What company does H. Allen Wright, Jr., Cima work for?

H. Allen Wright, Jr., Cima works for Cla Cast (Formerly Monaghan Group)

What is H. Allen Wright, Jr., Cima's role at the current company?

H. Allen Wright, Jr., Cima's current role is Principal, Senior Wealth Advisor.

What is H. Allen Wright, Jr., Cima's email address?

H. Allen Wright, Jr., Cima's email address is hw****@****.edu.co

What is H. Allen Wright, Jr., Cima's direct phone number?

H. Allen Wright, Jr., Cima's direct phone number is +131741*****

What schools did H. Allen Wright, Jr., Cima attend?

H. Allen Wright, Jr., Cima attended Butler University, University Of Kentucky.

What skills is H. Allen Wright, Jr., Cima known for?

H. Allen Wright, Jr., Cima has skills like Asset Allocation, Financial Planning, Retirement Planning, Asset Management, Investment Management, Institutional Investments, Wealth Preservation, Retirement Income Strategies, Wealth Management Services.

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