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Michael Reigle Wagner
Analyst-Fixed Income at Tolleson Private Wealth Management LP
Michael Reigle Wagner active positions
Companies | Position | Start | End |
---|---|---|---|
Tolleson Private Wealth Management LP
![]() Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Analyst-Fixed Income | 30/04/2016 | - |
Head-Fixed Income Invts | 30/04/2016 | - | |
Portfolio Manager-Fixed Income | 30/04/2016 | - |
Career history of Michael Reigle Wagner
Former positions of Michael Reigle Wagner
Companies | Position | Start | End |
---|---|---|---|
MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Portfolio Manager-Fixed Income | 31/05/2009 | 30/04/2016 |
Lakepoint Investment Partners LLC
![]() Lakepoint Investment Partners LLC Investment ManagersFinance Lakepoint Investment Partners LLC (LIP) provides money management services to individual investors, corporations, retirement programs, trust, foundation/endowments and Taft Hartley plans. They are located in Cleveland, Ohio. | Corporate Officer/Principal | - | - |
Training of Michael Reigle Wagner
Cornell University | Undergraduate Degree |
California State University-Los Angeles | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Fixed Income | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
Lakepoint Investment Partners LLC
![]() Lakepoint Investment Partners LLC Investment ManagersFinance Lakepoint Investment Partners LLC (LIP) provides money management services to individual investors, corporations, retirement programs, trust, foundation/endowments and Taft Hartley plans. They are located in Cleveland, Ohio. | Finance |
Tolleson Private Wealth Management LP
![]() Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Finance |