Cameron Wright
Senior Client Service Associate, Institutional Consulting
Cameron is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and acting as the primary liaison with the firm’s custodial partners. Cameron graduated from California State University, San Bernardino, and earned his B.A. in Business Administration with a concentration in Financial Planning. Outside of the office, Cameron enjoys watching football, jazz music, and reading.
