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Cameron Wright

Cameron Wright

Senior Client Service Associate, Institutional Consulting

Newport Beach, CA

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. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. 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.