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 @
- 2009 -2023 Principal and COO @
- 2003 -2009 VP and Director @ Carnegie Capital Asset Management Company
- 2000 -2002 Regional Vice President @ The Reserve Funds
- 1995 -2000 Senior Account Manager @
- 1993 -1995 Regional Account Manager @
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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