Historial de carrera de Dan Wagner
Antiguos cargos conocidos de Dan Wagner.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Fundador | 01/01/1986 | 31/12/2020 |
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Analyst-Equity | - | 31/12/2008 |
| Analista-Renta Fija | - | 31/12/2008 | |
| Director de Inversiones | - | 31/12/2008 | |
| Head-Equity Investments | - | 31/12/2008 | |
| Gestor de Cartera-Acciones | - | 31/12/2008 | |
| Portfolio Manager-Fixed Income | - | 31/12/2008 | |
| Presidente | - | 31/12/2008 |
Formación de Dan Wagner.
| The Johns Hopkins University | Undergraduate Degree |
| The University of Maryland Francis King Carey School of Law | Graduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Founder | 1 |
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Finance |
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Finance |
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