Colby Wright

Senior Investment Analyst

Professional

Mr. Colby Wright is a Senior Investment Analyst for Cornerstone. He is responsible for executing trades in client accounts to facilitate cash flows and completing day-end trading functions. As a member of the Portfolio Management Team, he assists with systematic distributions and performs analysis to enhance functions such as client reporting, manager due diligence, and general market research.

Experience

Prior to joining Cornerstone in 2022, Mr. Wright led a team of accountants in the implementation of an ERP software system at the Medical University of South Carolina in Charleston. While a student at Clemson University, he was involved in the Wall Street South Investment Club, passed the Securities Industry Essentials (SIE) Exam, and gained certification in financial modeling through Adventis.

Education

BS Financial Management, Minor in Accounting, Clemson University, Wilbur O. and Ann Powers College of Business, Clemson, SC – 2021

Successfully passed the Securities Industry Essentials (SIE) Exam

Successfully passed the Series 65 Investment Adviser Law Exam

Personal

Colby lives in Lawrenceville with his wife Mallory where they enjoy exploring restaurants, listening to live music, and spending time outdoors. He is always up for a good board game, cooking an exciting meal, and travelling near or far.