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Phil C. Wagner
Plus aucun poste en cours
Finance
Consumer Services
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 Legacy Advisors primarily offers advice on unaffiliated mutual funds, exchange traded funds, independent investment managers, and private investment funds. However, the firm may advise clients on any type of investment that the firm deems appropriate based on the client’s stated goals and objectives. | Corporate Officer/Principal | 31/12/2009 |
| SEI INVESTMENTS COMPANY | Corporate Officer/Principal | - |
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Davidson Trust Co.'s equity and fixed-income investment disciplines provide clients with a conservative, long-term approach to investing. Davidson Trust is a GARP investor. Their research focuses on successful companies with solid competitive positions, sound financial controls and the outlook for above average earnings and sales growth over a three to five year time horizon. After identifying a company, they apply a separate methodology to determine the appropriate valuation of the stock of the company. They seek to purchase attractive companies at attractive prices. This continuing focus on valuation levels is useful in initiating positions and in signaling the need to trim or sell positions. Though not limited by sector, Davidson Trust Co. tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm maintains a very low turnover rate. The firm's equity investment process seeks companies with at least $1 billion in market-cap and annual sales of at least $200 million. Next, they focus on both qualitative and quantitative aspects of a company. They we examine companies for industry attractiveness, market dominance, quality of management, pricing power and investment research and development. Davidson Trust also sets minimum hurdles for earnings per share growth, sales growth, return on equity and projected earnings per share growth. This process identifies approximately 120 stocks, which they refer to as the Davidson Master List. Fixed-income investments are selected for appropriate maturity, sector exposure and call protection in the context of a client's time horizon and tax circumstances. Portfolios are structured to meet each client's objectives and are monitored for continuing suitability as changes occur in the capital markets. The credit quality of each fixed-income investment is evaluated prior to purchase and on a continual basis. Economic indicators, industry prospects and structure for each bond issue are examined regularly to determine the safety of principal and interest. The firm structures bond portfolios within the context of a defined market benchmark to achieve a reasonable return while minimizing market risk and price stability. | Gestionnaire de Portefeuille-Actions | - |
Formation de Phil C. Wagner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
SEI Investments Co.
 SEI Investments Co. Investment ManagersFinance Provides global investment solutions to institutions and individuals | Finance |
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Davidson Trust Co.'s equity and fixed-income investment disciplines provide clients with a conservative, long-term approach to investing. Davidson Trust is a GARP investor. Their research focuses on successful companies with solid competitive positions, sound financial controls and the outlook for above average earnings and sales growth over a three to five year time horizon. After identifying a company, they apply a separate methodology to determine the appropriate valuation of the stock of the company. They seek to purchase attractive companies at attractive prices. This continuing focus on valuation levels is useful in initiating positions and in signaling the need to trim or sell positions. Though not limited by sector, Davidson Trust Co. tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm maintains a very low turnover rate. The firm's equity investment process seeks companies with at least $1 billion in market-cap and annual sales of at least $200 million. Next, they focus on both qualitative and quantitative aspects of a company. They we examine companies for industry attractiveness, market dominance, quality of management, pricing power and investment research and development. Davidson Trust also sets minimum hurdles for earnings per share growth, sales growth, return on equity and projected earnings per share growth. This process identifies approximately 120 stocks, which they refer to as the Davidson Master List. Fixed-income investments are selected for appropriate maturity, sector exposure and call protection in the context of a client's time horizon and tax circumstances. Portfolios are structured to meet each client's objectives and are monitored for continuing suitability as changes occur in the capital markets. The credit quality of each fixed-income investment is evaluated prior to purchase and on a continual basis. Economic indicators, industry prospects and structure for each bond issue are examined regularly to determine the safety of principal and interest. The firm structures bond portfolios within the context of a defined market benchmark to achieve a reasonable return while minimizing market risk and price stability. | Finance |
University of Richmond
 University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legacy Advisors LLC
Legacy Advisors LLC Investment ManagersFinance Legacy Advisors primarily offers advice on unaffiliated mutual funds, exchange traded funds, independent investment managers, and private investment funds. However, the firm may advise clients on any type of investment that the firm deems appropriate based on the client’s stated goals and objectives. | Finance |
