Matt Wagner
Responsabile della Conformità presso Oxinas Partners Wealth Management LLC
Profilo
Mr. Matthew T.
Wagner is a Partner & Financial Advisor at Oxinas Partners Wealth Management LLC.
He served as a branch manager for a small personal finance company.
He entered the wealth advisory business in 2009 with Waddell & Reed, specializing in Financial and Investment Planning, and joined Oxinas Partners in 2017.
He leverages his professional and academic experience to educate clients on their options to secure their financial futures.
He is a graduate of St. Xavier High School and the University of Kentucky.
Posizioni attive di Matt Wagner
| Società | Posizione | Inizio |
|---|---|---|
Oxinas Partners Wealth Management LLC
 Oxinas Partners Wealth Management LLC Investment ManagersFinance Oxinas Partners Wealth Management LLC (Oxinas Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jeffersonville, Indiana. Oxinas Partners was founded in 2018 and offers investment advisory services to individuals, high net worth-individuals, trusts, estates, charitable organizations and retirement plans. | Responsabile della Conformità | 01/01/2018 |
Formazione di Matt Wagner
| University of Kentucky | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Oxinas Partners Wealth Management LLC
Oxinas Partners Wealth Management LLC Investment ManagersFinance Oxinas Partners Wealth Management LLC (Oxinas Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jeffersonville, Indiana. Oxinas Partners was founded in 2018 and offers investment advisory services to individuals, high net worth-individuals, trusts, estates, charitable organizations and retirement plans. | Finance |
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