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Mark T. Wagner
Plus aucun poste en cours
Finance
Consumer Services
Profil
Prior to joining Wayne Hummer, Mr. Wagner worked as a portfolio manager and equity analyst for several leading financial firms including Bass Brothers Trading, Liberty Funds Group, Fifth Third Bank and National City Bank.
He is a member of the CFA Institute and the Security Analyst Society.
He holds a Bachelors of Business Administration in Accounting and Finance and a Masters of Science in Finance from the University of Wisconsin - Madison.
Anciens postes connus de Mark T. Wagner
| Sociétés | Poste | Fin |
|---|---|---|
Wintrust Capital Management LLC
 Wintrust Capital Management LLC Investment ManagersFinance Wintrust Capital Management's investment philosophy focuses on building fully-invested, comprehensive portfolios. The firm invests in high-quality companies across all sectors. Their investments include: domestic and international equities, ETFs, taxable and tax-free fixed-income securities, mutual funds, options and unit investment trusts (UITs). Wintrust targets companies with superior earnings growth and positive momentum in growth. The firm seeks to invest in the stocks of these companies when their stocks are trading at reasonable valuations. Wintrust does not attempt to time the market. The firm's security selection process is based on a combination of rigorous fundamental and robust multi-factor quantitative screening. Their investment horizon is 1 to 3 years. Wintrust believes this is a sufficient timeframe to allow their investment thesis to play out, while being short enough to remove emotion from stock selection. Wintrust employs thorough testing and consistent strategies to prevent portfolios from holding a security too long should a company's fundamentals fall outside the firm's core purchase parameters. Their investment approach also allows for movement within the portfolio if more attractive investment opportunities are identified. Wintrust believes that proper diversification is the best means to control non-market risk. The firm seeks to control risk by maintaining disciplined portfolio constraints. They carefully and consistently monitor each portfolio's sector, industry, security, style and size weightings to prevent being over- or under-exposed to each particular area relative to the overall market. Greater or lesser weightings within each of these areas are based on Wintrust's view of the economy and markets. Their objective is to provide greater portfolio returns than the market. Wintrust utilizes 5 complementary investment products to build portfolios: (1) large-cap growth (2) mid-cap growth (3) blended growth (4) TSSA and (5) PathMaster. The firm's large-cap growth strategy is suitable for clients seeking individual position management and investments in primarily larger, more seasoned companies. For this strategy Wintrust employs a disciplined, quantitative investment approach that includes a fundamental overlay. Wintrust's mid-cap growth strategy is suitable for clients seeking capital appreciation through investments in individual positions in growth companies with market-caps of $1 billion to $15 billion. In this strategy, the firm begins with a company's fundamentals and then adds a quantitative overlay. The firm's blended growth strategy is suitable for clients that prefer customized, individual position management within the full spectrum of the stock market, including investments that range from international stocks to large-cap stocks. Wintrust begins with a blended portfolio from their large- and mid-cap stock universe and then employ an ETF strategy to gain exposure to international and small-cap benchmarks. Wintrust's quantitatively-based style and size portfolio is referred to as TSSA. This strategy is suitable for clients seeking a diversified portfolio without active investment management. The program uses a quantitatively-driven, bottom-up, multi-factor model that is designed to predict shifts in size and style of equity index performance. Wintrust utilizes 6 ETFs to offer 3 portfolios that are constructed based on the following risk levels: conservative, moderate and aggressive. Wintrust's domestic equity mutual fund, PathMaster, mirrors their moderate TSSA model. The fund's objective is long-term capital growth. Wintrust seeks to achieve this goal by investing primarily in ETFs that track certain domestic equity market segments by size and style and offer the greatest potential for capital appreciation in a given market environment. Fixed-income investments may be added to any of Wintrust's investment strategies to mitigate volatility and generate income. The firm also offers other managed money programs including proprietary and third party management, separately managed accounts (SMAs), optimal blend portfolios and mutual fund wrap programs. Though not limited by sector, Wintrust tends to invest in the stocks of US companies in the producer manufacturing, consumer non-durables, finance and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies. Wintrust maintains a very low turnover rate. | Analyst-Equity | 14/08/2008 |
National City Bank (Cleveland, Ohio)
 National City Bank (Cleveland, Ohio) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Liberty Funds Group, Inc.
 Liberty Funds Group, Inc. Investment ManagersFinance Liberty Funds Group focuses on the managed futures and commodities industry. Their Liberty Wealth Protection strategy is designed to protect the purchasing power of the US dollar. The strategy represents the firm's best ideas and cumulative experience and, like other managed futures vehicles, does not correlate to the performance of stock and bond markets. The strategy seeks to deliver outsized returns during periods of economic duress. In managing the strategy, Liberty Funds Group uses proprietary computerized multi-time scale mathematical models which trade on timeframes from a few hours to a year. These models trade a basket of futures and options markets and generate alpha from multiple, non-correlated sources such as trends, short-term mean reversion and expansion and option time decay. The trend following or directional component of the strategy is robust and adaptive. It allows for market behavior to establish time scales most suitable for capturing material price moves in a particular market. The directional component has a slight bias towards trades that would participate in rising commodity prices, rising interest rates and a weakening US dollar. The short term component considers tick data across multiple time frames from 4 days to 50 days to locate trading opportunities. The model looks for set ups that would tend to signal a break out from an area of price congestion. It also searches for an opportunity to profit from a trending market as it shows signs of reverting to a mean. The option component is built around two concepts: (1) trend following signals are false more often than they are true and (2) the time value of an option declines rapidly as it approaches expiration. Combining these concepts together with a futures based option defense strategy creates a unique stand-alone trading strategy. | Corporate Officer/Principal | - |
Wintrust Private Trust Co. NA
 Wintrust Private Trust Co. NA Investment ManagersFinance Provides wealth management services | Analyst-Equity | - |
Formation de Mark T. Wagner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Wintrust Capital Management LLC
Wintrust Capital Management LLC Investment ManagersFinance Wintrust Capital Management's investment philosophy focuses on building fully-invested, comprehensive portfolios. The firm invests in high-quality companies across all sectors. Their investments include: domestic and international equities, ETFs, taxable and tax-free fixed-income securities, mutual funds, options and unit investment trusts (UITs). Wintrust targets companies with superior earnings growth and positive momentum in growth. The firm seeks to invest in the stocks of these companies when their stocks are trading at reasonable valuations. Wintrust does not attempt to time the market. The firm's security selection process is based on a combination of rigorous fundamental and robust multi-factor quantitative screening. Their investment horizon is 1 to 3 years. Wintrust believes this is a sufficient timeframe to allow their investment thesis to play out, while being short enough to remove emotion from stock selection. Wintrust employs thorough testing and consistent strategies to prevent portfolios from holding a security too long should a company's fundamentals fall outside the firm's core purchase parameters. Their investment approach also allows for movement within the portfolio if more attractive investment opportunities are identified. Wintrust believes that proper diversification is the best means to control non-market risk. The firm seeks to control risk by maintaining disciplined portfolio constraints. They carefully and consistently monitor each portfolio's sector, industry, security, style and size weightings to prevent being over- or under-exposed to each particular area relative to the overall market. Greater or lesser weightings within each of these areas are based on Wintrust's view of the economy and markets. Their objective is to provide greater portfolio returns than the market. Wintrust utilizes 5 complementary investment products to build portfolios: (1) large-cap growth (2) mid-cap growth (3) blended growth (4) TSSA and (5) PathMaster. The firm's large-cap growth strategy is suitable for clients seeking individual position management and investments in primarily larger, more seasoned companies. For this strategy Wintrust employs a disciplined, quantitative investment approach that includes a fundamental overlay. Wintrust's mid-cap growth strategy is suitable for clients seeking capital appreciation through investments in individual positions in growth companies with market-caps of $1 billion to $15 billion. In this strategy, the firm begins with a company's fundamentals and then adds a quantitative overlay. The firm's blended growth strategy is suitable for clients that prefer customized, individual position management within the full spectrum of the stock market, including investments that range from international stocks to large-cap stocks. Wintrust begins with a blended portfolio from their large- and mid-cap stock universe and then employ an ETF strategy to gain exposure to international and small-cap benchmarks. Wintrust's quantitatively-based style and size portfolio is referred to as TSSA. This strategy is suitable for clients seeking a diversified portfolio without active investment management. The program uses a quantitatively-driven, bottom-up, multi-factor model that is designed to predict shifts in size and style of equity index performance. Wintrust utilizes 6 ETFs to offer 3 portfolios that are constructed based on the following risk levels: conservative, moderate and aggressive. Wintrust's domestic equity mutual fund, PathMaster, mirrors their moderate TSSA model. The fund's objective is long-term capital growth. Wintrust seeks to achieve this goal by investing primarily in ETFs that track certain domestic equity market segments by size and style and offer the greatest potential for capital appreciation in a given market environment. Fixed-income investments may be added to any of Wintrust's investment strategies to mitigate volatility and generate income. The firm also offers other managed money programs including proprietary and third party management, separately managed accounts (SMAs), optimal blend portfolios and mutual fund wrap programs. Though not limited by sector, Wintrust tends to invest in the stocks of US companies in the producer manufacturing, consumer non-durables, finance and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies. Wintrust maintains a very low turnover rate. | Finance |
National City Bank (Cleveland, Ohio)
National City Bank (Cleveland, Ohio) Major BanksFinance Nationally chartered commercial bank | Finance |
Wintrust Private Trust Co. NA
Wintrust Private Trust Co. NA Investment ManagersFinance Provides wealth management services | Finance |
Liberty Funds Group, Inc.
Liberty Funds Group, Inc. Investment ManagersFinance Liberty Funds Group focuses on the managed futures and commodities industry. Their Liberty Wealth Protection strategy is designed to protect the purchasing power of the US dollar. The strategy represents the firm's best ideas and cumulative experience and, like other managed futures vehicles, does not correlate to the performance of stock and bond markets. The strategy seeks to deliver outsized returns during periods of economic duress. In managing the strategy, Liberty Funds Group uses proprietary computerized multi-time scale mathematical models which trade on timeframes from a few hours to a year. These models trade a basket of futures and options markets and generate alpha from multiple, non-correlated sources such as trends, short-term mean reversion and expansion and option time decay. The trend following or directional component of the strategy is robust and adaptive. It allows for market behavior to establish time scales most suitable for capturing material price moves in a particular market. The directional component has a slight bias towards trades that would participate in rising commodity prices, rising interest rates and a weakening US dollar. The short term component considers tick data across multiple time frames from 4 days to 50 days to locate trading opportunities. The model looks for set ups that would tend to signal a break out from an area of price congestion. It also searches for an opportunity to profit from a trending market as it shows signs of reverting to a mean. The option component is built around two concepts: (1) trend following signals are false more often than they are true and (2) the time value of an option declines rapidly as it approaches expiration. Combining these concepts together with a futures based option defense strategy creates a unique stand-alone trading strategy. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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