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About
Paul Wright, CFA, is a Portfolio Strategist at Frontier Asset Management, L.L.C. in Denver, Colorado, where he is responsible for designing and managing multi-asset, risk-managed portfolio strategies tailored for financial advisors and their clients. His role centers on active portfolio construction using ETFs and mutual funds, with a focus on downside risk management and customized asset allocation across Core, Tax-Managed, Active ETF, and Specialty Strategies.
Prior to joining Frontier Asset Management in 2021, Paul held key investment roles including Derivatives Trader at Macquarie Group and Quantitative Strategist at Lincoln Financial Group. In these positions, he gained deep expertise in portfolio construction, derivatives, quantitative analysis, and complex risk management, which he now leverages in developing and overseeing sophisticated strategies for diverse client needs.
Paul earned his Master of Science in Computer Science from Drexel University and a Bachelor of Arts in Finance from Michigan State University. He holds the CFA (Chartered Financial Analyst) designation, attesting to his advanced competence in investment analysis and ethical standards. His significant contributions include aiding in the launch and management of actively managed ETF solutions, with a consistent emphasis on delivering attractive risk-adjusted returns and minimizing losses for investors within global equity, taxable fixed income, alternatives, and tax-managed portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Frontier Asset Management, L.L.C. | Portfolio Strategist | Jan 2021 to Present | — |
| Macquarie Group | Derivatives Trader | Jan 2014 to Jul 2019 | — |
| Lincoln Financial Group | Quantitative Strategist | Aug 2006 to Dec 2013 | — |
Education
Drexel University
Master of Science - MS, Computer Science
Michigan State University
Bachelor of Arts - BA, Finance
Others at Frontier Asset Management, LLC (3)
| Name | Role | Location |
|---|---|---|
| Portfolio Strategist | New York, NY , United States | |
| Senior Analyst | Denver, CO , United States | |
J Joel Jacobson | Analyst | Sheridan, WY , United States |
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