Gary Wagner Email & Phone Number

Principal and President @ Carnegie Investment Counsel

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Gary Wagner Location

Cleveland, OH, US

Gary Wagner Work

2023 - now Principal and President @ Carnegie Investment Counsel
2009 - 2023 Principal and COO @ Carnegie Investment Counsel
2003 - 2009 VP and Director @ Carnegie Capital Asset Management Company

2000 - 2002 Regional Vice President @ The Reserve Funds
1995 - 2000 Senior Account Manager @ Schwab Advisor Services
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1993 - 1995 Regional Account Manager @ Federated Investors
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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

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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 1 mobile phone numbers on RocketReach.

Gary Wagner Emails

Found 2 emails

Gary Wagner Phone Numbers

Found 2 phone numbers

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Principal, Director, Portfolio Manager at Carnegie Investment Counsel

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