Profilo
Mr. Steven A.
Wagner is a Co-Founder & Chief Executive Officer at Omnia Family Wealth LLC.
He has more than 35 years of experience and investment insight.
Mr. Wagner guides individuals, families and private foundations through the strategic process of identifying their goals, investment profile and ultimate wealth management plan.
He draws on deep analytical acumen and a nuanced grasp of the markets to support the firm’s investment strategies.
Mr. Wagner currently serves on both the boards and investment committees of the Greater Miami Jewish Federation.
Prior to co-founding Omnia Family Wealth, he was a Managing Director at Merrill Lynch’s Private Banking and Investment Group.
Prior to Merrill Lynch, he was a Managing Director at UBS Private Wealth Management.
He has also served on the boards and investment committees of the Miami Jewish Home and Hospital for the Aged, and the Make-A-Wish Foundation of South Florida.
Posizioni attive di Steven Alan Wagner
Società | Posizione | Inizio |
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Omnia Family Wealth LLC
Omnia Family Wealth LLC Investment ManagersFinance Omnia Family Wealth LLC is a registered independent wealth management firm headquartered in Aventura, Florida. It was founded by Steven Wagner in 2015. The firm offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and pooled investment vehicles. | Amministratore Delegato | 01/09/2015 |
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 |
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Omnia Family Wealth LLC
Omnia Family Wealth LLC Investment ManagersFinance Omnia Family Wealth LLC is a registered independent wealth management firm headquartered in Aventura, Florida. It was founded by Steven Wagner in 2015. The firm offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and pooled investment vehicles. | Finance |
- Borsa valori
- Insiders
- Steven Alan Wagner