Loopbaan van Dan Wagner
Eerdere bekende functies van Dan Wagner
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Oprichter | 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 |
| Analist-Vaste Inkomen | - | 31-12-2008 | |
| Chief Investment Officer | - | 31-12-2008 | |
| Head-Equity Investments | - | 31-12-2008 | |
| Portefeuillebeheerder-Aandelen | - | 31-12-2008 | |
| Portfolio Manager-Fixed Income | - | 31-12-2008 | |
| President | - | 31-12-2008 |
Opleiding van Dan Wagner
| The Johns Hopkins University | Undergraduate Degree |
| The University of Maryland Francis King Carey School of Law | Graduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 5 |
Operationeel
| Founder | 1 |
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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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