Jeff Wright, Cfa, Mba Email and Phone Number
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Jeff Wright, Cfa, Mba personal email
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I provide private wealth management services for senior executives, business owners, and special needs families. I have extensive experience in investment management within complex trust and estate plan structures, and I believe that wealth management should be comprehensive of family entity planning, investments, and behavior-all in the context of one's objectives. I strive to consolidate and simplify all of these complexities for clients, so they can focus on the goals, objectives, and priorities that their wealth exists to support.I am an experienced leader with over 10 years of experience in the financial services, defense, and consulting industries. I have a history of success in small team leadership and I thrive in dynamic and changing environments. I am passionate about leadership, teamwork, and helping people achieve their goals-financial and otherwise.*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
Wright Wealth Llc
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Founder And PresidentWright Wealth Llc May 2022 - PresentAtlanta, GaWright Wealth LLC is a Registered Investment Adviser. Along with investment management, we provide comprehensive wealth and financial planning services. We work alongside clients to identify, quantify, and work towards their goals and objectives, financial and otherwise. -
Financial Wellness DirectorThree Rangers Foundation Aug 2023 - PresentJeff leads the Financial Wellness Pillar of Three Rangers Foundation's Ranger for Life Program. His mission is to leverage his experience in the wealth management industry to educate and equip current and former Rangers to achieve financial health in support of their personal life goals. -
PresidentUsara (U.S. Army Ranger Association) Jul 2022 - Jul 2023Ft Benning, GaThe role of the US Army Ranger Association is to preserve the heritage and spirit of the U.S. Army Rangers by strengthening the relationship among all U.S. Army Rangers -- past, present, and future. -
Member Board Of DirectorsUsara (U.S. Army Ranger Association) Aug 2020 - Jul 2023Ft Benning, Ga -
Co-Founder550 Capital Partners 2019 - Dec 2022550 Capital Partners has launched to accelerate businesses owned by military veteran entrepreneurs, connecting their talent and grit to 550's established resources and shared culture. This is a calling to rebuild our national economy and to restore our well-being and our communities.550 serves these inspirational Americans with financial capital, hands-on experience, and networks. They in turn scale companies in target sectors of health and wellness, technology, and disruptive consumer platforms. -
Managing DirectorNovapoint Capital Llc Jun 2018 - May 2022Atlanta, GaI lead wealth management and financial planning services for NovaPoint Capital, LLC. -
Investment Associate, Vice PresidentMerrill Lynch Jun 2012 - Apr 2018-Advised ultra high net-worth clients on sophisticated investment strategies and portfolio management-Conducted due diligence, quantitative and qualitative analysis on investment managers and asset classes-Conducted portfolio reviews and implements asset allocation strategies-Specific successes include comprehensive investment and trust and estate plan integration for a 9-figure family office, multi-currency portfolio management for an international client, and implementing a team-wide framework for alternative investments -
Program AnalystUnited States Department Of The Navy Aug 2010 - Jun 2012-Initiated and implemented centralized budget execution system of over $7 million at DoN-Managed complete Planning, Programming, Budget and Execution (PPBE) system in support of Director, Chief of Naval Operations (DCNO), Operations, Plans and Strategy (N3N5)-Responsible for long-term strategic planning for over $12 million -Participated in strategic program development, analysis, and evaluation -Managed and executes entire Human Resources processes for over 20 civilian personnel at N3N5, including:-Managed civilian performance management, including evaluation process and awards administration -
Senior ConsultantBooz Allen Hamilton Jul 2007 - Aug 2010-Participated in program development, analysis, and evaluation in support of OPNAV programs and budgets-Provided economic, acquisition, and cost analysis support including program analysis to demonstrate the costs and benefits of acquisition objectives for three major USMC programs-Evaluated technical Request for Proposals (RFPs) and assisted with proposal development -
CaptainUs Army May 2005 - Jul 2009Ranger Company FSO 1st Battalion, 75th Ranger Regiment-Coordinated and controlled Joint Special Operations Fire Support and Reconnaissance assets on multiple highly sensitive combat operations in support of Operation Enduring Freedom, Afghanistan-Led and trained 11-man Fire Support Team and 20-man Headquarters Platoon and maintained equipment valued at over $100,000.-In transition, assisted Garrison Post Commander in his command duties including Post Management and attendance to Savannah Chamber of Commerce Board of Directors meetings, Rotary Club and various other organizationsPlatoon Leader505th Parachute Infantry Regiment-Selected out of assigned branch to train and lead a 19-man infantry platoon in over 200 combat patrols in support of Operation Iraqi Freedom, Iraq-Managed and maintained five tactical vehicles, four heavy weapons systems, and equipment valued at over $75 million -Organized and Implemented Information Operations Campaign and Intelligence Analysis for Company area of operations during Operation Iraqi Freedom
Jeff Wright, Cfa, Mba Skills
Jeff Wright, Cfa, Mba Education Details
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University Of Maryland Robert H. Smith School Of BusinessMasters Of Business Administration, Mba -
University Of TexasBachelor'S Degree
Frequently Asked Questions about Jeff Wright, Cfa, Mba
What company does Jeff Wright, Cfa, Mba work for?
Jeff Wright, Cfa, Mba works for Wright Wealth Llc
What is Jeff Wright, Cfa, Mba's role at the current company?
Jeff Wright, Cfa, Mba's current role is Private Wealth Management Services Military Veterans, Senior Executives and Young Professionals, and Special Needs Families.
What is Jeff Wright, Cfa, Mba's email address?
Jeff Wright, Cfa, Mba's email address is je****@****sas.com
What is Jeff Wright, Cfa, Mba's direct phone number?
Jeff Wright, Cfa, Mba's direct phone number is +157133*****
What schools did Jeff Wright, Cfa, Mba attend?
Jeff Wright, Cfa, Mba attended University Of Maryland Robert H. Smith School Of Business, University Of Texas.
What are some of Jeff Wright, Cfa, Mba's interests?
Jeff Wright, Cfa, Mba has interest in Electronics, Investing, Home Improvement, Reading, Sports, Home Decoration.
What skills is Jeff Wright, Cfa, Mba known for?
Jeff Wright, Cfa, Mba has skills like Portfolio Management, Leadership, Wealth Management, Portfolio Management And Investment Stratgies, Communications And Interpersonal Skills, Financial Management, Valuation, Investments, Government, Equities, Economics, Financial Modeling.
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