Jeff Wright, Cfa, Mba

Jeff Wright, Cfa, Mba Email and Phone Number

Private Wealth Management Services Military Veterans, Senior Executives and Young Professionals, and Special Needs Families @ Wright Wealth LLC
Jeff Wright, Cfa, Mba's Location
Atlanta Metropolitan Area, United States
Jeff Wright, Cfa, Mba's Contact Details
About Jeff Wright, Cfa, Mba

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.

Jeff Wright, Cfa, Mba's Current Company Details
Wright Wealth LLC

Wright Wealth Llc

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Private Wealth Management Services Military Veterans, Senior Executives and Young Professionals, and Special Needs Families
Jeff Wright, Cfa, Mba Work Experience Details
  • Wright Wealth Llc
    Founder And President
    Wright Wealth Llc May 2022 - Present
    Atlanta, Ga
    Wright 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.
  • Three Rangers Foundation
    Financial Wellness Director
    Three Rangers Foundation Aug 2023 - Present
    Jeff 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.
  • Usara (U.S. Army Ranger Association)
    President
    Usara (U.S. Army Ranger Association) Jul 2022 - Jul 2023
    Ft Benning, Ga
    The 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.
  • Usara (U.S. Army Ranger Association)
    Member Board Of Directors
    Usara (U.S. Army Ranger Association) Aug 2020 - Jul 2023
    Ft Benning, Ga
  • 550 Capital Partners
    Co-Founder
    550 Capital Partners 2019 - Dec 2022
    550 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.
  • Novapoint Capital Llc
    Managing Director
    Novapoint Capital Llc Jun 2018 - May 2022
    Atlanta, Ga
    I lead wealth management and financial planning services for NovaPoint Capital, LLC.
  • Merrill Lynch
    Investment Associate, Vice President
    Merrill 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
  • United States Department Of The Navy
    Program Analyst
    United 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
  • Booz Allen Hamilton
    Senior Consultant
    Booz 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
  • Us Army
    Captain
    Us Army May 2005 - Jul 2009
    Ranger 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

Portfolio Management Leadership Wealth Management Portfolio Management And Investment Stratgies Communications And Interpersonal Skills Financial Management Valuation Investments Government Equities Economics Financial Modeling Strategic Planning Management Consulting Financial Analysis Budgeting Team Building Fixed Income Analysis Managerial Finance Budgets Program Management Strategy Investing Portfolio Investment Management Customized Investment Strategies Investment Advice Financial Advice Goals Based Analysis For Wealth Management Customized Wealth Strategies Asset Management Finance Hedge Funds Alternative Investments Fixed Income Special Needs Trusts Special Needs Planning Private Wealth Management Business Development

Jeff Wright, Cfa, Mba Education Details

  • University Of Maryland Robert H. Smith School Of Business
    University Of Maryland Robert H. Smith School Of Business
    Masters Of Business Administration, Mba
  • University Of Texas
    University Of Texas
    Bachelor'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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