Brendan Wright Email & Phone Number
Associate, Wealth Strategy @ NewEdge Family Office
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Brendan Wright Location
- New York, NY, US
Brendan Wright Work
- 2025 -now Associate, Wealth Strategy @
- 2023 -2025 Associate, Financial Planning @
- 2021 -2023 Analyst, Financial Planning @
- 2019 -2021 Asset Analysis Associate @
- 2019 -2019 Intern @
- 2018 -2019 Peak Season Helper @
- 2018 -2019 Treasurer @
- 2018 -2018 ESRD Summer Data Analytics Intern @
- 2016 -2017 Summer Camp Counselor @ CommonSense Baseball LLC
- 2013 -2015 Paid Assistant @ Joseph E. Dioguardi Land Surveyors Inc.
Brendan Wright Education
- New York University
Certified Financial Planner
2022-2023 - State University of New York College at Old Westbury
Master of Science - MS (Data Science)
2019-2021 - Gettysburg College
Bachelor of Science - BS (Mathematical Economics)
2015-2019 - Locust Valley High School
IB Diploma
2011-2015
Brendan Wright Summary
- Brendan Wright, based in New York, NY, US, is currently a Associate, Wealth Strategy at NewEdge Family Office. Brendan Wright brings experience from previous roles at Summit Trail Advisors and Heritage Strategies LLC. Brendan Wright holds a 2022 - 2023 Certified Financial Planner @ New York University. Brendan Wright has 1 mobile phone numbers on RocketReach.
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