Bob Wright
Principal, Wealth Manager at Wealth Mangement Firm | Greenwich, Connecticut, United States
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Principal, Wealth Manager at Wealth Mangement Firm in June 2024 to Present
Managing Director at NorthCoast Asset Management in May 2018 to August 2024
Senior Vice President - Private Client Advisors at NorthCoast Asset Management in August 2015 to May 2018
Vice President Business Development at NorthCoast Asset Management in November 2011 to August 2015
Vice President of Client Services at NorthCoast Asset Management in January 2008 to November 2011
Financial Advisor at Ameriprise Financial Services, Inc. in January 2006 to January 2008
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University of Toledo, Bachelor's Degree
College for Financial Planning, CFP
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Strategic Planning
Customer Relations
Investment Advisory
Financial Planning
Marketing Strategy
Asset Management
Portfolio Management
Fund Analysis
Asset Allocation
Wealth Management
Retirement Planning
Mutual Funds
Management
Financial Advisory
Investments
Financial Services
Equities
Finance
Business Development
Securities
Alternative Investments
Analysis
Asset Managment
Customer Service
Hedge Funds
Series 63
Strategic Financial Planning
Series 7
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What is Bob Wright email address?
Email Bob Wright at [email protected]. This email is the most updated Bob Wright's email found in 2026.
How to contact Bob Wright?
To contact Bob Wright send an email to [email protected]. (updated on January 15, 2024)
What company does Bob Wright work for?
Bob Wright works for Wealth Mangement Firm
What is Bob Wright's role at Wealth Mangement Firm?
Bob Wright is Principal, Wealth Manager
What is Bob Wright's Phone Number?
Bob Wright's phone (203) ***-*170
What industry does Bob Wright work in?
Bob Wright works in the Investment Management industry.
Bob Wright Email Addresses
Bob Wright Phone Numbers
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