![Matt Wagner](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Matt Wagner
Fondateur chez
Oxinas Partners Wealth Management LLC
Profil
Mr. Matthew T.
Wagner is a Partner & Financial Advisor at Oxinas Partners LLC.
Upon graduating, Mr. Wagner served as a Branch Manager for a small personal finance company.
He entered the wealth advisory business in 2009 with Waddell & Reed, specializing in Financial and Investment Planning.
He received his Bachelor of Arts in Economics from the University of Kentucky.
Postes actifs de Matt Wagner
| Sociétés | Poste | Début |
|---|---|---|
Oxinas Partners Wealth Management LLC
 Oxinas Partners Wealth Management LLC Investment ManagersFinance Oxinas Partners primarily employs fundamental and technical analysis, as well as model signals in developing investment strategies for its clients. The firm constructs an investment portfolio, consisting of low-cost, diversified mutual funds and/or exchange traded funds (ETFs) to achieve the client’s investment goals. They may also utilize individual stocks, bonds, real estate investment trusts (REITs), margin or options contracts. Their investment approach is primarily long-term focused, but the firm may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Fondateur | 01/01/2018 |
Formation de Matt Wagner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Kentucky
 University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Oxinas Partners Wealth Management LLC
Oxinas Partners Wealth Management LLC Investment ManagersFinance Oxinas Partners primarily employs fundamental and technical analysis, as well as model signals in developing investment strategies for its clients. The firm constructs an investment portfolio, consisting of low-cost, diversified mutual funds and/or exchange traded funds (ETFs) to achieve the client’s investment goals. They may also utilize individual stocks, bonds, real estate investment trusts (REITs), margin or options contracts. Their investment approach is primarily long-term focused, but the firm may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Finance |
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