Todd J. Wagenberg
Fundador en Integrated Investment Consultants LLC .
Perfil
Mr. Todd J.
Wagenberg is a 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.
Cargos activos de Todd J. Wagenberg
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Integrated Investment Consultants LLC
Integrated Investment Consultants LLC Investment ManagersFinance Integrated Investment Consultants LLC (Integrated) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. The firm was founded by Chris Forte and Todd Wagenberg in 2015. Integrated offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, and state or municipal government entities. | Fundador | 01/01/2015 |
Investment Management Consultants Association | Director/Miembro de la Junta | - |
Formación de Todd J. Wagenberg.
Wayne State University (Michigan) | Masters Business Admin |
University of Michigan | Undergraduate Degree |
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Empresas privadas | 2 |
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Integrated Investment Consultants LLC
Integrated Investment Consultants LLC Investment ManagersFinance Integrated Investment Consultants LLC (Integrated) is an independent, SEC-registered investment advisor headquartered in Birmingham, Michigan. The firm was founded by Chris Forte and Todd Wagenberg in 2015. Integrated offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, and state or municipal government entities. | Finance |
Investment Management Consultants Association |
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