Michael Reigle Wagner

Analyst-Fixed Income chez

Tolleson Private Wealth Management LP

Finance

Consumer Services

Profil

Mr. Michael R.
Wagner is a Chief Strategist & Managing Director of Fixed Income Investments at Tolleson Private Wealth Management LLC.
He oversees investments in individually managed taxable and tax-exempt bond portfolios.
He also oversees the research, due diligence and manager selection for outside asset managers in the domestic and international bond markets, and serves as portfolio manager of the internally created vehicles used to invest with those managers.
Prior to joining Tolleson Wealth Management, he was a Principal and Director of Fixed Income at a multi-family office and registered investment advisor.
With more than 20 years of experience, he has also served as Chief Investment Officer for Cuyahoga County, Ohio, where he managed the staff and served as fiduciary managing the public funds of that municipality.
His career started at Morgan Stanley in New York as a fixed income trader.
He received a Bachelor of Science degree from Cornell University and an M.B.A. from the Anderson School of Management at UCLA.

Postes actifs de Michael Reigle Wagner

Sociétés	Poste	Début
Tolleson Private Wealth Management LP Tolleson Private Wealth Management LP Investment ManagersFinance TPWM builds a diversified portfolio that seeks to preserve wealth and increase the probability of achieving client goals. The firm offers investments across public and private fixed income, equities, and alternatives.	Analyst-Fixed Income	01/05/2016

Tous les postes actifs de Michael Reigle Wagner

Anciens postes connus de Michael Reigle Wagner

Sociétés	Poste	Fin
MAI Capital Management LLC MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition.	Portfolio Manager-Fixed Income	01/05/2016
Lakepoint Investment Partners LLC Lakepoint Investment Partners LLC Investment ManagersFinance LIP designs portfolios to meet each client's needs and objectives emphasizing tolerance for risk, need for current and future income, tax planning, and time horizon. They believe their main responsibility to their clients is to preserve and enhance capital. The firm invests predominantly in large-cap growth stocks and investment grade fixed-income securities. Their team of investment professionals uses internal and external research sources to identify securities that best suit their long-term growth expectations. For equities, LIP believes that long-term wealth is created through investment in companies that have shown an ability to consistently increase earnings and cash flow. Fundamental analysis determines the merit of any investment. They evaluate earnings quality and sustainability, industry position and strength of management. They look for businesses that are expanding market share. LIP seeks companies that are involved in niche markets with the ability to sustain high profit margins and those that are able to maintain earnings growth because of sales growth. The firm invests in firms with leading, differentiated products and services, broad franchises, a global competitive advantage and exceptional management teams that keep shareholder interests in mind. They choose individual securities for their own prospects and build portfolios in a bottom-up fashion. Securities are sold for a variety of reasons, including deteriorating fundamentals, overvaluation and superior alternative investment opportunities. They do not sell securities as a means of market timing. LIP's focus on fixed-income investing is preservation of capital and generation of income. They aim to maximize total return within this objective. The firm generally ladders bond maturities to diversify reinvestment risk and typically owns bonds with maturities of less than ten years. Bonds are generally investment grade. They monitor relative attractiveness of various sectors of the fixed-income markets, maximizing total return without taking undue interest rate risk. Their approach relies on municipal bonds, U.S. Treasury securities and domestic corporate bonds depending upon available yield and tax status of the client. LIP purchases securities from large, highly liquid markets for optimal flexibility, diligently researches and monitors credit qualities and buy investment grade bonds (generally A or higher) to limit credit risks. They analyze the shape of the yield curve to determine whether to emphasize a shorter or longer duration within their ten-year maturity horizon.	Corporate Officer/Principal	-

Voir l'expérience en détail de Michael Reigle Wagner

Formation de Michael Reigle Wagner

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Michael Reigle Wagner

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	5
Lakepoint Investment Partners LLC Lakepoint Investment Partners LLC Investment ManagersFinance LIP designs portfolios to meet each client's needs and objectives emphasizing tolerance for risk, need for current and future income, tax planning, and time horizon. They believe their main responsibility to their clients is to preserve and enhance capital. The firm invests predominantly in large-cap growth stocks and investment grade fixed-income securities. Their team of investment professionals uses internal and external research sources to identify securities that best suit their long-term growth expectations. For equities, LIP believes that long-term wealth is created through investment in companies that have shown an ability to consistently increase earnings and cash flow. Fundamental analysis determines the merit of any investment. They evaluate earnings quality and sustainability, industry position and strength of management. They look for businesses that are expanding market share. LIP seeks companies that are involved in niche markets with the ability to sustain high profit margins and those that are able to maintain earnings growth because of sales growth. The firm invests in firms with leading, differentiated products and services, broad franchises, a global competitive advantage and exceptional management teams that keep shareholder interests in mind. They choose individual securities for their own prospects and build portfolios in a bottom-up fashion. Securities are sold for a variety of reasons, including deteriorating fundamentals, overvaluation and superior alternative investment opportunities. They do not sell securities as a means of market timing. LIP's focus on fixed-income investing is preservation of capital and generation of income. They aim to maximize total return within this objective. The firm generally ladders bond maturities to diversify reinvestment risk and typically owns bonds with maturities of less than ten years. Bonds are generally investment grade. They monitor relative attractiveness of various sectors of the fixed-income markets, maximizing total return without taking undue interest rate risk. Their approach relies on municipal bonds, U.S. Treasury securities and domestic corporate bonds depending upon available yield and tax status of the client. LIP purchases securities from large, highly liquid markets for optimal flexibility, diligently researches and monitors credit qualities and buy investment grade bonds (generally A or higher) to limit credit risks. They analyze the shape of the yield curve to determine whether to emphasize a shorter or longer duration within their ten-year maturity horizon.	Finance
California State University-Los Angeles California State University-Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
MAI Capital Management LLC MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition.	Finance
Tolleson Private Wealth Management LP Tolleson Private Wealth Management LP Investment ManagersFinance TPWM builds a diversified portfolio that seeks to preserve wealth and increase the probability of achieving client goals. The firm offers investments across public and private fixed income, equities, and alternatives.	Finance