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Jeff Wagner Location
New York, United States
Jeff Wagner Work
Senior Partner, Principal @ (October 2023 - Present)
Managing Partner @ (October 2011 - Present)
Associate Director @ Convergent Wealth Advisors (August 2008 - October 2011)
Sr. Investment Management Analyst @ Citigroup / Smith Barney (July 2003 - August 2008)
Jeff Wagner Education
SUNY Geneseo 1998-2022
Rochester Institute of Technology
Master of Business Administration (M.B.A.) (Finance)
2002-2005
Jeff Wagner Summary
Jeff Wagner, based in New York, United States, is currently a Senior Partner, Principal at LVW Advisors. Jeff Wagner brings experience from previous roles at LVW Advisors, Convergent Wealth Advisors and Citigroup / Smith Barney. Jeff Wagner holds a 1998 - 2022 SUNY Geneseo. Jeff Wagner has 2 emails and 1 mobile phone numbers on RocketReach.
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