Jonathan Wagner's Location
Virginia, United States
Jonathan Wagner's Work
- President @ WS Wealth Management, LLC
- Managing Director - Portfolio Management @ Bluemont Capital Advisors, LLC
- Vice President and Portfolio Manager @ Cary Street Partners
- Assistant Treasurer @ Holcim
- Credit Analyst @ Hewlett Packard Enterprise
- Accountant @ Centex Homes
Jonathan Wagner's Education
- University of Rochester - Simon Business School
MBA (Finance)
1994 - 1996 - Indiana University Bloomington
B.S. (Accounting)
1985 - 1989
Jonathan Wagner's Skills
- Hedge Funds
- Asset Managment
- Financial Modeling
- Valuation
- Fixed Income
- Strategic Planning
- Asset Management
- Portfolio Management
- Financial Markets
- Investments
Jonathan Wagner's Summary
Jonathan Wagner, based in Virginia, United States, is currently a President at WS Wealth Management, LLC, bringing experience from previous roles at Bluemont Capital Advisors, LLC, Old Dominion Capital Management Inc., Lafarge N.A. and Hewlett-Packard. Jonathan Wagner holds a 1994 - 1996 MBA in Finance @ University of Rochester - Simon Business School. With a robust skill set that includes Hedge Funds, Asset Managment, Financial Modeling, Valuation, Fixed Income and more, Jonathan Wagner contributes valuable insights to the industry. Jonathan Wagner has 1 email on RocketReach.
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