![Michael Scott 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>)
Profil
Mr. Michael S.
Wagner is a Co-Founder & Chief Operating Officer at Omnia Family Wealth LLC.
He is responsible for the ongoing analysis of client portfolios as well as implementation of the Firm’s reporting platform.
His responsibilities also include participating in the Firm’s investment committee, where he assists in manager selection, analysis and risk management.
He works closely with Omnia’s younger clientele and functions as the firm’s Chief Technology Officer.
Prior to joining Omnia Family Wealth, he spent several years working with the team as a Private Wealth Advisor at Merrill Lynch.
He was also a Financial Advisor at UBS Private Wealth Management, where he served clients and helped design investment strategies.
He received his BBA in Economics from Brandeis University.
He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.
Postes actifs de Michael Scott Wagner
| Sociétés | Poste | Début |
|---|---|---|
Omnia Family Wealth LLC
 Omnia Family Wealth LLC Investment ManagersFinance Omnia develops a strategic asset allocation based on the client’s investment objectives, conducting due diligence on managers across the spectrum of investment strategies, selecting managers to implement the allocation internally developed, and providing ongoing monitoring of the investments. The firm primarily employs fundamental analysis in developing investment strategies for its clients. | Fondateur | 01/09/2015 |
Formation de Michael Scott Wagner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Brandeis University
 Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Omnia Family Wealth LLC
Omnia Family Wealth LLC Investment ManagersFinance Omnia develops a strategic asset allocation based on the client’s investment objectives, conducting due diligence on managers across the spectrum of investment strategies, selecting managers to implement the allocation internally developed, and providing ongoing monitoring of the investments. The firm primarily employs fundamental analysis in developing investment strategies for its clients. | Finance |
