Profil
Mr. Wagner joined Spence Asset Management in 1993 offering securities through Investment Management & Research, Inc. He has traveled and been employed in many positions in the international arena working in Europe, Asia, the Middle East and Africa focusing on Financial and Human Resource Management for large American and International corporations.
Mr. Wagner attended the University of Alaska-Fairbanks and New Mexico State University graduating with a Bachelors degree with honors in management with a minor in economics and furthering his education with an MBA in 1985.
He completed the CFP Professional Education Program at the College for Financial Planning, Denver CO in 1997 and was subsequently licensed as a Certified Financial Planner by the Certified Financial Planner Board of Standards.
Mr. Wagner is an active member of the Las Cruces SERTOMA Club, Elks Club, Las Cruces Country Club and Southern New Mexico Society for Human Resources management.
Anciens postes connus de Charles J. Wagner
| Sociétés | Poste | Fin |
|---|---|---|
Spence Asset Management
 Spence Asset Management Investment ManagersFinance Westwind Capital, Inc. (WWC) is an independent, employee-owned, registered investment firm headquartered in Las Cruces, New Mexico with an additional office in Denver, Colorado. Originally founded in 1992 as Lord, Spence & Associates, the business was formerly a partnership between Roger Lord and James Spence. In 2000, James Spence and Kristi Spence became sole owners and changed the firm’s name to Spence Asset Management. In 2024, the firm became Westwind Capital, Inc. WWC provides investment management services in separately managed accounts that are tailored to an individual client's investment objective. | Corporate Officer/Principal | - |
Formation de Charles J. Wagner
| New Mexico State University | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Spence Asset Management
Spence Asset Management Investment ManagersFinance Westwind Capital, Inc. (WWC) is an independent, employee-owned, registered investment firm headquartered in Las Cruces, New Mexico with an additional office in Denver, Colorado. Originally founded in 1992 as Lord, Spence & Associates, the business was formerly a partnership between Roger Lord and James Spence. In 2000, James Spence and Kristi Spence became sole owners and changed the firm’s name to Spence Asset Management. In 2024, the firm became Westwind Capital, Inc. WWC provides investment management services in separately managed accounts that are tailored to an individual client's investment objective. | Finance |