Brian David Wright
Chief Investment Officer at Columbus Macro LLC
Profile
Mr. Brian D.
Wright, CFA, is a Chief Investment Officer at Columbus Macro LLC.
He also serves as a Managing Director & Portfolio Manager, guiding portfolio construction, capital market forecasting, and security selection.
He brings specialized expertise in building proprietary processes to identify mispricing's relative to fundamental fair value.
Mr. Wright previously served as a Senior Portfolio Manager at Tower Square Investment Management and First Allied Asset Management, overseeing several long-tenured strategies.
He honed his fundamental skills in both the hedge fund and institutional research spaces, serving as an analyst conducting earnings-quality and forensic accounting investigations.
He graduated magna cum laude from Boston University and holds the Chartered Financial Analyst (CFA) designation.
Brian David Wright active positions
Companies | Position | Start |
---|---|---|
Columbus Macro LLC
Columbus Macro LLC Investment ManagersFinance Part of Boenning & Scattergood Holdings, Inc., Columbus Macro LLC is a boutique investment management firm located in Neshannock, PA. The company manages assets for institutions, government entities, public pension plans, financial professionals, and families of substantial wealth. The company combines top-down macro analysis with bottom-up fundamental stock selection and offers separately managed account offerings including dividend and multi-asset income strategies, asset allocation solutions, and custom-designed portfolios. The company was founded in 2016, and Craig Edward Columbus has been the CEO of the company since 2017. Columbus Macro was acquired by Boenning & Scattergood, Inc. on March 31, 2021. | Chief Investment Officer | 2017-03-31 |
Former positions of Brian David Wright
Companies | Position | End |
---|---|---|
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Investment Committee Member | 2017-07-06 |
First Allied Asset Management, Inc.
First Allied Asset Management, Inc. Investment ManagersFinance Founded in 2006, First Allied Asset Management, Inc. is a registered investment advisor headquartered in San Diego, California. In September 2013, a majority interest in First Allied Holdings Inc., the parent company of First Allied Asset Management, was purchased by RCAP Holdings LLC, a member of the American Realty Capital group of companies, from several private equity funds controlled by Lovell Minnick Partners LLC. First Allied Holdings is also the parent company of First Allied Securities, Inc., First Allied Advisory Services, Inc., FASI Insurance Services, Inc., First Allied Retirement Services, Inc., Legend Advisory Corp., Legend Equities Corp. and other affiliated entities. | Portfolio Manager-Equities | 2015-10-29 |
Greenbook Investment Management, Inc. | Head-Equity Investments | 2007-12-31 |
KRISPY KREME, INC. | Analyst-Equity | - |
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Trading-Equity | - |
Training of Brian David Wright
Boston University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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KRISPY KREME, INC. | Distribution Services |
Private companies | 5 |
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Greenbook Investment Management, Inc. | |
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Finance |
First Allied Asset Management, Inc.
First Allied Asset Management, Inc. Investment ManagersFinance Founded in 2006, First Allied Asset Management, Inc. is a registered investment advisor headquartered in San Diego, California. In September 2013, a majority interest in First Allied Holdings Inc., the parent company of First Allied Asset Management, was purchased by RCAP Holdings LLC, a member of the American Realty Capital group of companies, from several private equity funds controlled by Lovell Minnick Partners LLC. First Allied Holdings is also the parent company of First Allied Securities, Inc., First Allied Advisory Services, Inc., FASI Insurance Services, Inc., First Allied Retirement Services, Inc., Legend Advisory Corp., Legend Equities Corp. and other affiliated entities. | Finance |
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Finance |
Columbus Macro LLC
Columbus Macro LLC Investment ManagersFinance Part of Boenning & Scattergood Holdings, Inc., Columbus Macro LLC is a boutique investment management firm located in Neshannock, PA. The company manages assets for institutions, government entities, public pension plans, financial professionals, and families of substantial wealth. The company combines top-down macro analysis with bottom-up fundamental stock selection and offers separately managed account offerings including dividend and multi-asset income strategies, asset allocation solutions, and custom-designed portfolios. The company was founded in 2016, and Craig Edward Columbus has been the CEO of the company since 2017. Columbus Macro was acquired by Boenning & Scattergood, Inc. on March 31, 2021. | Finance |
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