Michael Scott Wagner

Directeur des opérations chez Omnia Family Wealth LLC

Profil

Mr. Michael S.
Wagner is a Co-Founder & Chief Operating Officer at Omnia Family Wealth LLC.
He is responsible for the ongoing analysis of client portfolios as well as implementation of the Firm’s reporting platform.
His responsibilities also include participating in the Firm’s investment committee, where he assists in manager selection, analysis and risk management.
He works closely with Omnia’s younger clientele and functions as the firm’s Chief Technology Officer.
Prior to joining Omnia Family Wealth, he spent several years working with the team as a Private Wealth Advisor at Merrill Lynch.
He was also a Financial Advisor at UBS Private Wealth Management, where he served clients and helped design investment strategies.
He received his BBA in Economics from Brandeis University.
He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.

Postes actifs de Michael Scott Wagner

Sociétés	Poste	Début
Omnia Family Wealth LLC	Directeur des opérations	-

Formation de Michael Scott Wagner

Brandeis University

Undergraduate Degree