![Kelli M. Wright](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kelli M. Wright
Compliance Officer chez
Willis Investment Counsel, Inc.
Profil
Ms. Kelli M.
Wright is a Chief Compliance Officer & Vice President at Willis Investment Counsel, Inc. She oversees securities trading, the portfolio accounting and client reporting systems, and portfolio monitoring for client specific investment policy compliance.
Prior to joining WIC, Ms. Wright served as a financial advisor for the private banking group of Wachovia Bank of Georgia (now Wells Fargo).
Ms. Wright holds a Bachelor of Science degree and an MBA degree (concentration in finance) from Auburn University.
She holds the IACCP designation.
Postes actifs de Kelli M. Wright
| Sociétés | Poste | Début |
|---|---|---|
Willis Investment Counsel, Inc.
 Willis Investment Counsel, Inc. Investment ManagersFinance WIC searches for companies to invest in by screening across various industries and company sizes to identify potentially underpriced stocks. Their clients’ investment portfolios are designed based on their risk tolerance and long-term investment goals. The firm employs several structural elements in their investment process that they believe substantially enhance the risk management and performance of their clients’ portfolios. These elements include a company stress-testing process, a graduated purchase process, and a systematic and graduated sale procedure. | Compliance Officer | 01/09/1999 |
Anciens postes connus de Kelli M. Wright
| Sociétés | Poste | Fin |
|---|---|---|
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use. | Corporate Officer/Principal | - |
Formation de Kelli M. Wright
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Willis Investment Counsel, Inc.
Willis Investment Counsel, Inc. Investment ManagersFinance WIC searches for companies to invest in by screening across various industries and company sizes to identify potentially underpriced stocks. Their clients’ investment portfolios are designed based on their risk tolerance and long-term investment goals. The firm employs several structural elements in their investment process that they believe substantially enhance the risk management and performance of their clients’ portfolios. These elements include a company stress-testing process, a graduated purchase process, and a systematic and graduated sale procedure. | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use. | Finance |
Auburn University
 Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
