Profil
Mr. Jeffrey R.
Wagner is Senior Partner & Principal at LVW Advisors LLC.
He is advisor to the firm’s family wealth and institutional clients.
With over 20 years of industry experience, he has also developed firm's research analyst team and manages LVW’s specialist research providers.
He is a voting member and chair of LVW’s Investment Committee.
Prior to joining LVW Advisors, Mr. Wagner spent three years at Convergent Wealth Advisors and more than five years at Citigroup Institutional Consulting and more than five years at Citigroup Institutional Consulting all with his current LVW team.
He holds a Master in Business Administration with a concentration in Finance.
He earned his Bachelor of Science degree from the State University of New York at Geneseo in Business Administration with minors in International Relations and Computer Information Systems.
Postes actifs de Jeff Wagner
| Sociétés | Poste | Début |
|---|---|---|
LVW Advisors LLC
 LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Analyst-Equity | - |
Anciens postes connus de Jeff Wagner
| Sociétés | Poste | Fin |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Corporate Officer/Principal | 30/09/2011 |
Citigroup Asset Management (United States)
 Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Corporate Officer/Principal | - |
Formation de Jeff Wagner
| Rochester Institute of Technology | Masters Business Admin |
| The State University of New York | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Finance |
Citigroup Asset Management (United States)
Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Finance |
