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About
Colby Wright is a Senior Investment Analyst at Cornerstone Management, Inc., based in Duluth, GA. In his current role, he collaborates with the firm's leadership team to provide investment research, portfolio management, and financial analysis for both institutional and individual clients, including charitable organizations and retirement plans. His responsibilities include supporting portfolio construction, conducting due diligence on investment strategies, and contributing to client reporting and asset allocation decisions.
Wright primarily focuses on diversified investment strategies across multiple asset classes, including equities, fixed income, and alternative assets, to meet the objectives of nonprofit organizations, trusts, and retirement plans. He plays a key role in the firm's fiduciary advisory services, ensuring that investment decisions are aligned with clients’ long-term financial goals and regulatory requirements.
With a Bachelor of Science in Finance and Financial Management Services from Clemson University, Wright brings a solid academic background in banking and investment to his professional work. He is recognized for his analytical acumen and commitment to best practices in investment management, contributing to Cornerstone's reputation for comprehensive and customized financial advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cornerstone Management, Inc | Investment Analyst | Aug 2022 to Present | — |
Education
Clemson University
Bachelor of Science - BS, Finance and Financial Management Services
2017 — 2021
Clemson University
Financial Management, Banking and Investment
2017 — 2021
Skills & Expertise
Others at Cornerstone Management, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Lead Portfolio Manager and Investment Consultant | Atlanta, GA , United States | |
| Principal | Alpharetta, GA , United States | |
| Portfolio Manager | Atlanta, GA , United States |
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