Henry Wagner

Henry Wagner is a Senior Vice President in Wealth Management and Senior Portfolio Manager at UBS, where they have served clients since 2011. A lifetime resident of the San Francisco Bay Area, Henry provided financial services as a Financial Advisor and Portfolio Manager at Morgan Stanley from 1979 to 2005, and subsequently held a similar role at Sterne Agee from 2005 to 2011. Henry earned an AB in Political Economics from the University of California, Berkeley in 1978, and emphasizes professional excellence and personalized service in their approach to customized financial planning and portfolio management.