Michael Reigle Wagner
Analyst-Fixed Income at Tolleson Private Wealth Management LP
Profile
Mr. Michael R.
Wagner is a Managing Director of Fixed Income at Tolleson Private Wealth Management LP.
He oversees investments in individually managed taxable and tax-exempt bond portfolios.
He also oversees the research, due diligence and manager selection for outside asset managers in the domestic and international bond markets, and serves as portfolio manager of the internally created vehicles used to invest with those managers.
Prior to joining Tolleson Wealth Management, he was a Principal and Director of Fixed Income at a multi-family office and registered investment advisor.
With more than 20 years of experience, he has also served as Chief Investment Officer for Cuyahoga County, Ohio, where he managed the staff and served as fiduciary managing the public funds of that municipality.
His career started at Morgan Stanley in New York as a fixed income trader.
He received a Bachelor of Science degree from Cornell University and an M.B.A.
from the Anderson School of Management at UCLA.
Michael Reigle Wagner active positions
| Companies | Position | Start |
|---|---|---|
Tolleson Private Wealth Management LP
 Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Analyst-Fixed Income | 01/05/2016 |
Former positions of Michael Reigle Wagner
| Companies | Position | End |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Portfolio Manager-Fixed Income | 01/05/2016 |
Lakepoint Investment Partners LLC
 Lakepoint Investment Partners LLC Investment ManagersFinance Lakepoint Investment Partners LLC (LIP) provides money management services to individual investors, corporations, retirement programs, trust, foundation/endowments and Taft Hartley plans. They are located in Cleveland, Ohio. | Corporate Officer/Principal | - |
Training of Michael Reigle Wagner
| Cornell University | Undergraduate Degree |
| California State University-Los Angeles | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms. | Finance |
Lakepoint Investment Partners LLC
Lakepoint Investment Partners LLC Investment ManagersFinance Lakepoint Investment Partners LLC (LIP) provides money management services to individual investors, corporations, retirement programs, trust, foundation/endowments and Taft Hartley plans. They are located in Cleveland, Ohio. | Finance |
Tolleson Private Wealth Management LP
Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Finance |
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