Profil
Brandon S.
Wright worked as an Associate at Stephens, Inc. from 2013 to 2016.
He also worked as a Principal at Pricewaterhouse LLP in 2013.
Additionally, he held Principal positions at Metropolitan National Bank (Arkansas) and Longer Investments, Inc.
Anciens postes connus de Brandon S. Wright
| Sociétés | Poste | Fin |
|---|---|---|
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/07/2016 |
Pricewaterhouse LLP
Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 30/09/2013 |
Longer Investments, Inc.
Longer Investments, Inc. Investment ManagersFinance Longer Investments employs proprietary analytical models to research potential equity investments. The firm's equity research is designed to identify both small- and large-cap companies that consistently deliver above-average returns to shareholders, that favor a conservative capital structure and that generate cash flow internally to fund growth. Longer Investments utilizes an analytical model to provide information on certain equity securities they have selected as potential investments for their clients. Rather than researching the entire universe of equity investments, only those investments that meet the firm's preliminary criteria are reviewed using this model. The information gathered through this analytical approach is used as part of Longer Investment's overall analysis in determining which equity investments should be selected for a given portfolio. Once attractive growth stocks have been selected, the firm subjects them to several in-house valuation models to determine fair valuation, given their intrinsic characteristics. The firm carefully assesses each company's historical trading patterns and valuations, relative both to the market and to the industry to determine which stocks represent attractive investment opportunities. Though not limited by sector, the firm tends to invest in the stocks of US large-cap companies in the electronic technology, health technology and producer manufacturing sectors. Longer Investments maintains a medium turnover rate. The fixed-income portfolios the firm manages are structured to address risks, to maximize income and to maintain flexibility for reinvestment opportunities. For taxable accounts, they closely monitor comparative yield curves in the municipal and taxable bond markets. Longer Investments' goal is to maximize after-tax income, given each client's unique state and federal tax circumstances. On occasion, the firm uses carefully selected no-load mutual funds and ETFs to diversify client portfolios into areas that require specialized knowledge. Such funds can be a way to participate in foreign markets, REITs, utilities and other areas for diversification purposes. | Corporate Officer/Principal | - |
Metropolitan National Bank (Arkansas)
Metropolitan National Bank (Arkansas) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Pricewaterhouse LLP
Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Metropolitan National Bank (Arkansas)
Metropolitan National Bank (Arkansas) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Longer Investments, Inc.
Longer Investments, Inc. Investment ManagersFinance Longer Investments employs proprietary analytical models to research potential equity investments. The firm's equity research is designed to identify both small- and large-cap companies that consistently deliver above-average returns to shareholders, that favor a conservative capital structure and that generate cash flow internally to fund growth. Longer Investments utilizes an analytical model to provide information on certain equity securities they have selected as potential investments for their clients. Rather than researching the entire universe of equity investments, only those investments that meet the firm's preliminary criteria are reviewed using this model. The information gathered through this analytical approach is used as part of Longer Investment's overall analysis in determining which equity investments should be selected for a given portfolio. Once attractive growth stocks have been selected, the firm subjects them to several in-house valuation models to determine fair valuation, given their intrinsic characteristics. The firm carefully assesses each company's historical trading patterns and valuations, relative both to the market and to the industry to determine which stocks represent attractive investment opportunities. Though not limited by sector, the firm tends to invest in the stocks of US large-cap companies in the electronic technology, health technology and producer manufacturing sectors. Longer Investments maintains a medium turnover rate. The fixed-income portfolios the firm manages are structured to address risks, to maximize income and to maintain flexibility for reinvestment opportunities. For taxable accounts, they closely monitor comparative yield curves in the municipal and taxable bond markets. Longer Investments' goal is to maximize after-tax income, given each client's unique state and federal tax circumstances. On occasion, the firm uses carefully selected no-load mutual funds and ETFs to diversify client portfolios into areas that require specialized knowledge. Such funds can be a way to participate in foreign markets, REITs, utilities and other areas for diversification purposes. | Finance |
















