Adam Wagner
Profile
Mr. Adam Wagner is Vice President-Prime Brokerage Sales at Pershing LLC.
Prior to joining Perishing in September 2010, he led West Coast sales for prime broker Shoreline Trading of El Segundo, California.
Before that, he was a client-service representative for J.P.
Morgan’s former prime-brokerage office in Los Angeles and held a similar post at Bear Stearns.
Mr. Wagner is a graduate of Villanova University.
Former positions of Adam Wagner
| Companies | Position | End |
|---|---|---|
Shoreline Trading Group LLC
 Shoreline Trading Group LLC Investment Banks/BrokersFinance Founded in 1996, Shoreline Trading Group LLC is a broker located in El Segundo, California. The firm provides prime brokerage and clearing services, trade execution platforms and turn-key back office solutions for hedge funds, institutions and professional traders. Shoreline Trading Group provides a full array of trading and execution services for their clients. The firm does not provide any internal research. | Corporate Officer/Principal | - |
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Corporate Officer/Principal | - |
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Institutional Sales | - |
Training of Adam Wagner
| Villanova University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Finance |
Shoreline Trading Group LLC
Shoreline Trading Group LLC Investment Banks/BrokersFinance Founded in 1996, Shoreline Trading Group LLC is a broker located in El Segundo, California. The firm provides prime brokerage and clearing services, trade execution platforms and turn-key back office solutions for hedge funds, institutions and professional traders. Shoreline Trading Group provides a full array of trading and execution services for their clients. The firm does not provide any internal research. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
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