Dave Wright
Chief Executive Officer at Sierra Investment Management, Inc.
Profile
Mr. David C.
Wright is a Managing Member at Ocean Park Asset Management LLC and a Co-Founder, Managing Director & Portfolio Manager at Sierra Investment Management, Inc. He jointly oversees all aspects of the organization’s activities, including portfolio management, research, and client relationships.
Prior to founding Sierra Investment Management, Mr. Wright served several years as Director of Technical Research for Bateman Eichler, Hill Richards, Inc., then the largest investment banking firm west of Chicago.
He received his undergraduate degree from Swarthmore College and a graduate degree from The University of Chicago.
Dave Wright active positions
| Companies | Position | Start |
|---|---|---|
Sierra Investment Management, Inc.
 Sierra Investment Management, Inc. Investment ManagersFinance Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors. | Chief Executive Officer | 1986-12-31 |
Wright Fund Management LLC
 Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Portfolio Manager-Equities | 2008-04-30 |
Training of Dave Wright
| The University of Chicago | Graduate Degree |
| Swarthmore College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Sierra Investment Management, Inc.
Sierra Investment Management, Inc. Investment ManagersFinance Sierra Investment Management, Inc. (Sierra) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was co-founded by Kenneth Sleeper and David Wright in 1987. Sierra provides investment management services to retirees and other conservative investors. | Finance |
Wright Fund Management LLC
Wright Fund Management LLC Investment ManagersFinance Ocean Park Asset Management LLC (OPAM) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded in 2007 as Wright Fund Management LLC and changed their name to Ocean Park Asset Management LLC in 2023. OPAM is the investment adviser to the Sierra Mutual Funds and does not provide advisory services to retail investors. | Finance |
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