Jake Wright
CFA, ABV, Director, M&A Insurance Advisory – CohnReznick Advisory LLC

Jake Wright, CFA, ABV, provides valuation and transaction advisory services, intangible asset and complex derivative analysis, and corporate planning for businesses.

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Experience and credentials

Manages valuation engagements for estate and gift tax, litigation-related purposes, mergers and acquisitions, intangible assets, and financial reporting
Works across all major industries with a focus on commercial services, healthcare, and manufacturing
 
Previously worked in corporate FP&A and corporate development/strategy

Education

MAcc, Accountancy, Business Valuation Concentration – Vanderbilt University Owen Graduate School of Management
B.S., Corporate Financial Management, summa cum laude – Clemson University
 

Professional affiliations

CFA Institute
CFA Society of South Carolina
Upstate Carolina Alliance