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Michael Reigle Wagner
Analista-Rendimento Fisso presso Tolleson Private Wealth Management LP
Posizioni attive di Michael Reigle Wagner
Società | Posizione | Inizio | Fine |
---|---|---|---|
Tolleson Private Wealth Management LP
![]() Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Analista-Rendimento Fisso | 01/05/2016 | - |
Head-Fixed Income Invts | 01/05/2016 | - | |
Portfolio Manager-Fixed Income | 01/05/2016 | - |
Storia della carriera di Michael Reigle Wagner
Precedenti posizioni note di Michael Reigle Wagner
Società | Posizione | Inizio | Fine |
---|---|---|---|
MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Portfolio Manager-Fixed Income | 01/06/2009 | 01/05/2016 |
Lakepoint Investment Partners LLC
![]() Lakepoint Investment Partners LLC Investment ManagersFinance Lakepoint Investment Partners LLC (LIP) provides money management services to individual investors, corporations, retirement programs, trust, foundation/endowments and Taft Hartley plans. They are located in Cleveland, Ohio. | Corporate Officer/Principal | - | - |
Formazione di Michael Reigle Wagner
Cornell University | Undergraduate Degree |
California State University-Los Angeles | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Fixed Income | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
Lakepoint Investment Partners LLC
![]() Lakepoint Investment Partners LLC Investment ManagersFinance Lakepoint Investment Partners LLC (LIP) provides money management services to individual investors, corporations, retirement programs, trust, foundation/endowments and Taft Hartley plans. They are located in Cleveland, Ohio. | Finance |
Tolleson Private Wealth Management LP
![]() Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Finance |