![Matt 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>)
Matt Wagner
Fondatore presso
Parkside Financial Bank & Trust (Investment Management)
Profilo
Mr. Matthew A. Wagner is a Chief Practice Officer at Parkside Financial Bank & Trust and a President & Founder at Parkside Financial Bank & Trust.
He is on the Board of Directors at Parkside Financial, Inc. Mr. Wagner has more than 25 years of experience managing portfolios for institutions and families.
Prior to co-founding Parkside, he served as an advisor for Enterprise Bank & Trust, helping to open their wealth management office in Kansas City and eventually becoming President.
In addition, he gained valuable market experience as an institutional fixed income trader.
He earned his Bachelor of Science in Finance, with an emphasis in Accounting, from the University of Dayton in Ohio.
Posizioni attive di Matt Wagner
| Società | Posizione | Inizio |
|---|---|---|
Parkside Financial, Inc.
 Parkside Financial, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiary provides state chartered banking services | Direttore/Membro del Consiglio | - |
Parkside Financial Bank & Trust (Investment Management)
 Parkside Financial Bank & Trust (Investment Management) Investment ManagersFinance Parkside-IM tracks and monitors a variety of asset classes and source alternative investments to provide a thoroughly researched, intelligent and unbiased strategy. In addition, the firm is extremely focused on maximizing after-tax income. | Fondatore | 01/04/2008 |
Precedenti posizioni note di Matt Wagner
| Società | Posizione | Fine |
|---|---|---|
Enterprise Bank & Trust (Missouri)
 Enterprise Bank & Trust (Missouri) Investment ManagersFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Corporate Officer/Principal | - |
Parkside Financial Bank & Trust
 Parkside Financial Bank & Trust Regional BanksFinance Operates as a commercial bank and financial services firm | Fondatore | - |
Formazione di Matt Wagner
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
60
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Regional BanksFinance Operates as a commercial bank and financial services firm | Finance |
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Enterprise Bank & Trust (Missouri)
Enterprise Bank & Trust (Missouri) Investment ManagersFinance EBT focuses on determining the appropriate asset allocation for each client based on the individual client's specific objectives and risk tolerance. They tend to employ a value-oriented investment approach that invests primarily in the stocks of US large-cap companies. | Finance |
Parkside Financial, Inc.
Parkside Financial, Inc. Regional BanksFinance Operates as a bank holding company whose subsidiary provides state chartered banking services | Finance |
Parkside Financial Bank & Trust (Investment Management)
Parkside Financial Bank & Trust (Investment Management) Investment ManagersFinance Parkside-IM tracks and monitors a variety of asset classes and source alternative investments to provide a thoroughly researched, intelligent and unbiased strategy. In addition, the firm is extremely focused on maximizing after-tax income. | Finance |
