Profilo
Mr. Jeffery V.
Wright, CFA MBA, is a Wealth Advisor & Managing Partner at Wright Wealth LLC.
Mr. Wright previously served as a managing director at NovaPoint Capital, a Vice President at Merrill Lynch, and a Senior Consultant at Booz Allen Hamilton.
He is also a co-founder of 550 Capital Partners, a veteran-owned venture capital firm that invests in veteran-led startups.
He holds a B.A. from the University of Texas at Austin, an MBA from the University of Maryland, College Park.
Posizioni attive di Jeff Wright
| Società | Posizione | Inizio |
|---|
Precedenti posizioni note di Jeff Wright
| Società | Posizione | Fine |
|---|---|---|
NovaPoint Capital LLC
NovaPoint Capital LLC Investment ManagersFinance NovaPoint is a long-term investor that has a focus on publicly traded companies that pay dividends. The firm aims to build wealth by investing primarily in equity securities of companies run by shareholder-oriented managers. They purchase the securities of these companies when (1) the market price is at a significant discount to their assessment of what the company is worth and (2) when they expect the value of the company to grow. NovaPoint sells when prices approach or exceed their assessment of value or when the value of the company begins to erode. The firm primarily invests in equity securities including exchange-listed securities, securities trade over the counter and foreign issuers, corporate debt securities and mutual funds. | Gestore di Portafoglio-Azioni | 01/05/2022 |
Formazione di Jeff Wright
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
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Società collegate
| Aziende private | 3 |
|---|---|
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert H. Smith School of Business
Robert H. Smith School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NovaPoint Capital LLC
NovaPoint Capital LLC Investment ManagersFinance NovaPoint is a long-term investor that has a focus on publicly traded companies that pay dividends. The firm aims to build wealth by investing primarily in equity securities of companies run by shareholder-oriented managers. They purchase the securities of these companies when (1) the market price is at a significant discount to their assessment of what the company is worth and (2) when they expect the value of the company to grow. NovaPoint sells when prices approach or exceed their assessment of value or when the value of the company begins to erode. The firm primarily invests in equity securities including exchange-listed securities, securities trade over the counter and foreign issuers, corporate debt securities and mutual funds. | Finance |
















