Alla Wagner

Market Strategist at Westfield Capital Management Co. LP

Finance

Consumer Services

Profile

Alla Wagner is a Portfolio Analyst at Westfield Capital Management Co. LP since 2017.
Prior to this, she worked as a Portfolio Administrator at Excalibur Management Corp.
from 2002 to 2004, a Senior Specialist at Investors Bank & Trust Co. in 2001, and an Equity Research Assistant at Lowell Blake & Associates, Inc. in 1999.
Ms. Wagner holds an MBA from Boston University, which she obtained in 2012, and an undergraduate degree from State University of St. Petersburg, conferred in 1990.

Alla Wagner active positions

Companies	Position	Start
Westfield Capital Management Co. LP Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.	Market Strategist	01/07/2005

All active positions of Alla Wagner

Former positions of Alla Wagner

Companies	Position	End
Excalibur Management Corp. Excalibur Management Corp. Investment ManagersFinance Excalibur Management Corp. (Excalibur) is a registered independent and privately-owned wealth management firm headquartered in Newton, Massachusetts. Excalibur was founded in 1979 and provides investment management and strategic wealth management services to high-net-worth individuals and families of substantial wealth, as well as foundations, business entities, and endowments.	Corporate Officer/Principal	31/12/2004
Investors Bank & Trust Co. Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA	Corporate Officer/Principal	31/12/2001
Lowell Blake & Associates, Inc. Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies.	Corporate Officer/Principal	31/12/1999

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Training of Alla Wagner

State University of St. Petersburg	Undergraduate Degree
Boston University	Masters Business Admin

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	4
Excalibur Management Corp. Excalibur Management Corp. Investment ManagersFinance Excalibur Management Corp. (Excalibur) is a registered independent and privately-owned wealth management firm headquartered in Newton, Massachusetts. Excalibur was founded in 1979 and provides investment management and strategic wealth management services to high-net-worth individuals and families of substantial wealth, as well as foundations, business entities, and endowments.	Finance
Investors Bank & Trust Co. Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA	Finance
Lowell Blake & Associates, Inc. Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies.	Finance
Westfield Capital Management Co. LP Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.	Finance

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