Gary Paul Wagner
President chez Carnegie Capital Asset Management LLC
Profil
Mr. Gary P.
Wagner is a Principal & President at Carnegie Capital Asset Management LLC.
He also works directly with clients to provide investment and strategic wealth advice.
He sits on Carnegie’s Investment Committee and also manages the firm’s strategic initiatives and operations.
Prior to joining Carnegie, Mr. Wagner had worked with the Reserve Management Corp, Schwab Institutional, and Federated Investors.
He earned his B.S.
Finance from Duquesne University and an MBA from Kent State University.
He is also a member of the Society of Financial Services Professionals Cleveland and the Financial Planning Association.
Postes actifs de Gary Paul Wagner
| Sociétés | Poste | Début |
|---|---|---|
Carnegie Capital Asset Management LLC
 Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | President | 01/11/2023 |
Formation de Gary Paul Wagner
| Duquesne University of The Holy Spirit | Undergraduate Degree |
| Kent State University (Ohio) | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Carnegie Capital Asset Management LLC
Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Finance |