Investment Advisor | Partner@ Turtle Creek Wealth Advisors, LLC
Dallas-Fort Worth Metroplex
Wesley Wright, CFA
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Southern Methodist University - Cox School of Business
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FlashIntel GPTWesley Wright, CFA is an experienced investment advisor with 19.9 years of work experience. He specializes in investment management, due diligence, financial analysis, equities, and portfolio management. Based in the United States, Wesley provides comprehensive wealth management services, including mortgages, residential construction loans, custom credit, concierge private banking, and trust & estate administration. He is dedicated to creating an extraordinary client experience and providing the resources of a personal family office to high-net-worth clients, affluent families, and endowments.
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Emails and Phone Numbers
About
We provide comprehensive, integrated wealth management services including investment management, mortgages & residential construction loans, custom credit, concierge private banking, and trust & estate administration within a framework designed by a custom financial and wealth transfer plan. Our goal is to create an extraordinary client experience and provide the resources of a personal family office to our high-net-worth clients, affluent families and endowments.
Work Experience
Investment Advisor | Partner
Financial Services
Wesley Wright, CFA's Professional Milestones
- Equity Portfolio Manager | Investment Analyst (2015-12-01~2018-10-01): Successfully executed high-performance investment strategies, optimizing portfolio performance and portfolio performance.
- Engineer | Analyst (2004-01-01~2006-06-01): Developed advanced analytics techniques, driving continuous improvement in engineering operations and team collaboration.
Education
Skill
Investment Management
Due Diligence
Financial Analysis
Equities
Portfolio Management
Financial Modeling
Equity Research
Investment Strategies
Asset Managment
Mutual Funds
Securities
Asset Management
Valuation
Equity Valuation
Nyssa
Microsoft Excel
Investments
Factset
Certification
Colleagues
Greg Kalb
cio and client advisor | partner - turtle creek wealth advisors llc
Eric Reblin
client advisor | partner - turtle creek wealth advisors llc
Alan Miller
chief executive officer | managing partner - turtle creek wealth advisors llc
Jack Reilly, CFA, CPA
cio and head of private investments | partner - turtle creek wealth advisors llc
Dale Cloud
coo i investment advisor i partner i turtle creek wealth advisors llc
Other Named Wesley Wright, CFA
Frequently asked questions
We found 5 Wesley Wright, CFA's email addresses
We found 2 Wesley Wright, CFA's phone numbers
Wesley Wright, CFA's social media include: Linkedin,
Wesley Wright, CFA works for Turtle Creek Wealth Advisors, LLC
Wesley Wright, CFA's role in Turtle Creek Wealth Advisors, LLC is Investment Advisor | Partner
Wesley Wright, CFA works in the industry of Financial Services
Wesley Wright, CFA's colleagues are Greg Kalb,Eric Reblin,Alan Miller
Wesley Wright, CFA's latest job experience is Investment Advisor | Partner at Turtle Creek Wealth Advisors, LLC
Wesley Wright, CFA's latest education in Southern Methodist University - Cox School of Business
