![Dan 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>)
Profilo
Daniel Ellis Wagner is the founder of WBH Advisory, Inc., which was founded in 1986.
He held the title of Senior Wealth Advisor from 1986 to 2020.
He was also the President of Wagner Capital Management Corp.
Mr. Wagner's education includes an undergraduate degree from The Johns Hopkins University and a graduate degree from The University of Maryland Francis King Carey School of Law.
Precedenti posizioni note di Dan Wagner
| Società | Posizione | Fine |
|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments. | Fondatore | 31/12/2020 |
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner is a US large/mega-cap growth investor. The firm uses bottom-up research and maintains a low turnover rate. | Presidente | 31/12/2008 |
Formazione di Dan Wagner
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
9
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner is a US large/mega-cap growth investor. The firm uses bottom-up research and maintains a low turnover rate. | Finance |
The Johns Hopkins University
 The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments. | Finance |
The University of Maryland Francis King Carey School of Law
 The University of Maryland Francis King Carey School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
