Phil C. Wagner
Plus aucun poste en cours
Profil
Mr. Phil C.
Wagner, CFA, is Senior Vice President at Davidson Trust Co.
Prior to joining Davidson in 2010, Mr. Wagner was a senior investment advisor at Legacy Advisors where he led the development of the firm proprietary asset planning process integrating estate planning strategies with investment management.
His previous experience includes seventeen years with SEI Investments where he served in various senior roles and was a founding member of the Wealth Network developing solutions for high net worth individuals and families.
He has wealth of experience in the investment industry.
Mr. Wagner is a member of the CFA Institute and the CFA Society of Philadelphia.
Anciens postes connus de Phil C. Wagner
| Sociétés | Poste | Fin |
|---|---|---|
Legacy Advisors LLC
 Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Corporate Officer/Principal | 31/12/2009 |
| SEI INVESTMENTS COMPANY | Corporate Officer/Principal | - |
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Gestionnaire de Portefeuille-Actions | - |
Formation de Phil C. Wagner
| University of Richmond | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| Entreprise privées | 2 |
|---|---|
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Finance |
Legacy Advisors LLC
Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services. | Finance |
