Jake Wright

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

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

Healthcare Manufacturing & Distribution Consumer & Industrial Financial Services

Transactions Due Diligence Valuation

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

ACG Charleston Sponsorship Committee – Board Member

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