Jeff Wagner, CFA, has a strong background in investment strategy, portfolio management, and financial consulting. Jeff has experience in promoting managed portfolios, presenting investment strategies to various stakeholders, and building and maintaining client relationships. Jeff also has a background in derivatives trading, risk management, and training programs. Their educational background includes an MBA in Analytic Finance, Economics, and Statistics, as well as a BS in Psychology & Pre-Medicine.
December, 2021 - present