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Michael Reigle Wagner
Analist-Vaste Inkomen bij Tolleson Private Wealth Management LP
Actieve functies van Michael Reigle Wagner
Bedrijven | Functie | Begin | Einde |
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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. | Analist-Vaste Inkomen | 01-05-2016 | - |
Head-Fixed Income Invts | 01-05-2016 | - | |
Portfolio Manager-Fixed Income | 01-05-2016 | - |
Loopbaan van Michael Reigle Wagner
Eerdere bekende functies van Michael Reigle Wagner
Bedrijven | Functie | Begin | Einde |
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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. | Portfolio Manager-Fixed Income | 01-06-2009 | 01-05-2016 |
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 | - | - |
Opleiding van Michael Reigle Wagner
Cornell University | Undergraduate Degree |
California State University-Los Angeles | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Portfolio Manager-Fixed Income | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 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 |