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Todd Wagenberg
Fondateur chez
Integrated Investment Consultants LLC
Profil
Mr. Todd J.
Wagenberg is a Co-Founder & Managing Partner at Integrated Investment Consultants LLC.
He is on the Board of Directors at Investment Management Consultants Association.
Mr. Wagenberg is responsible for direct advisory and advocacy relationships with our clients, including affluent families, organizations and non-profits.
He specializes in risk assessment, portfolio development, and performance monitoring.
He brings over 30 years of investment consulting experience and a passion for risk assessment and risk management.
Prior to founding Integrated, Mr. Wagenberg was Managing Director and Institutional Investment Consultant for Wells Fargo Advisors and its predecessors.
His experience includes managing currency and interest rate risk for Chemical Bank and National Australia Bank in New York.
He was a market maker on the Chicago Board Options Exchange.
He holds a BGS from the University of Michigan and a MBA in Finance from Wayne State University.
Postes actifs de Todd Wagenberg
| Sociétés | Poste | Début |
|---|---|---|
Integrated Investment Consultants LLC
 Integrated Investment Consultants LLC Investment ManagersFinance Integrated utilizes a fundamental method of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory. The firm primarily allocates client assets among various mutual funds, ETFs, individual debt and equity securities, alternative investments, including privately placed securities such as hedge funds, private equity funds and real estate funds, and independent investment managers based on each client's unique investment objectives. | Fondateur | 01/01/2015 |
Investment Management Consultants Association
 Investment Management Consultants Association Miscellaneous Commercial ServicesCommercial Services Operates as a professional association and provides education services | Directeur/Membre du Conseil | - |
Formation de Todd Wagenberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wayne State University (Michigan)
 Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Management Consultants Association
Investment Management Consultants Association Miscellaneous Commercial ServicesCommercial Services Operates as a professional association and provides education services | Commercial Services |
Integrated Investment Consultants LLC
Integrated Investment Consultants LLC Investment ManagersFinance Integrated utilizes a fundamental method of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory. The firm primarily allocates client assets among various mutual funds, ETFs, individual debt and equity securities, alternative investments, including privately placed securities such as hedge funds, private equity funds and real estate funds, and independent investment managers based on each client's unique investment objectives. | Finance |
