Gary Wagner Email & Phone Number
Principal and President @ Carnegie Investment Counsel
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Gary Wagner Location
- Cleveland, OH, US
Gary Wagner Work
- Principal and President @ (August 2023 - Present)
- Principal and COO @ (May 2009 - August 2023)
- VP and Director @ Carnegie Capital Asset Management Company (September 2003 - April 2009)
- Regional Vice President @ The Reserve Funds (June 2000 - June 2002)
- Senior Account Manager @ (January 1995 - June 2000)
- Regional Account Manager @ (December 1993 - January 1995)
Gary Wagner Education
- Kent State University - Graduate School of Management
MBA (Business Administration)
2003-2005 - Duquesne University
B.S. (Finance and Marketing)
1986-1990 - Wharton Executive Education
(Fintech Revolution)
Gary Wagner Skills
- Investments
- Series 7
- Wealth Management
- Series 63
- Asset Managment
- Alternative Investments
- Mutual Funds
- Equities
- Asset Allocation
- Securities
- Investment Advisory
- Portfolio Management
- Hedge Funds
- Series 24
- Financial Services
- Fixed Income
- Investment Strategies
- Financial Advisory
- Strategic Financial Planning
- Trading
Gary Wagner Summary
- Gary Wagner, based in Cleveland, OH, US, is currently a Principal and President at Carnegie Investment Counsel. Gary Wagner brings experience from previous roles at Carnegie Investment Counsel, Carnegie Capital Asset Management Company, The Reserve Funds and Schwab Institutional. Gary Wagner holds a 2003 - 2005 MBA in Business Administration @ Kent State University - Graduate School of Management. With a robust skill set that includes Investments, Series 7, Wealth Management, Series 63, Asset Managment and more. Gary Wagner has 2 emails and 2 mobile phone numbers on RocketReach.
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