![David Wagner](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Wagner
Head-Equity Investments chez
Aptus Capital Advisors LLC
Profil
Mr. David W.
Wagner is a Head of Equity & Portfolio Manager at Aptus Capital Advisors LLC.
Prior to joining Aptus, he worked with both Opus Capital Management and Driehaus Capital Management where he was responsible for conducting research and analysis for various small and microcap equity strategies.
David is a regular contributor on CNBC, Bloomberg, WSJ, and Barrons.
He earned his BS in Accounting and BBA in Finance from the University of Kentucky.
He also earned his MBA specialized in Finance from Xavier University in Cincinnati, OH.
Postes actifs de David Wagner
| Sociétés | Poste | Début |
|---|---|---|
Aptus Capital Advisors LLC
 Aptus Capital Advisors LLC Investment ManagersFinance ACA seeks to participate in the market’s upside while attempting to avoid major market drawdowns. The firm primarily employs equities and ETFs to implement their strategies. Bonds, options, and mutual funds may also be used where they feel appropriate. ACA incorporates a systematic approach using technical and fundamental indicators to avoid severe market pullbacks and reduce human error in portfolios. | Head-Equity Investments | 01/01/2024 |
Anciens postes connus de David Wagner
| Sociétés | Poste | Fin |
|---|---|---|
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus employs active equity and multi-asset alternative investment management strategies. They have experienced teams of investment, risk management, trading, operations and technology professionals managing and supporting their strategies. | Analyst-Equity | 01/07/2020 |
Opus Capital Group LLC
 Opus Capital Group LLC Investment ManagersFinance Opus Capital Group utilizes an asset allocation strategy which they implement through investments in mutual funds, exchange-traded funds and sometimes individual securities, in separately managed accounts. Their Wealth Management product consists of investment advisory services based on an evaluation of each client’s investment objectives, as determined through meetings between Opus and the client and/or through an evaluation of instructions or documents made available to Opus. | Analyst-Equity | 01/05/2019 |
Formation de David Wagner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Driehaus Capital Management LLC
Driehaus Capital Management LLC Investment ManagersFinance Driehaus employs active equity and multi-asset alternative investment management strategies. They have experienced teams of investment, risk management, trading, operations and technology professionals managing and supporting their strategies. | Finance |
Opus Capital Group LLC
Opus Capital Group LLC Investment ManagersFinance Opus Capital Group utilizes an asset allocation strategy which they implement through investments in mutual funds, exchange-traded funds and sometimes individual securities, in separately managed accounts. Their Wealth Management product consists of investment advisory services based on an evaluation of each client’s investment objectives, as determined through meetings between Opus and the client and/or through an evaluation of instructions or documents made available to Opus. | Finance |
Xavier University
 Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Kentucky
 University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aptus Capital Advisors LLC
Aptus Capital Advisors LLC Investment ManagersFinance ACA seeks to participate in the market’s upside while attempting to avoid major market drawdowns. The firm primarily employs equities and ETFs to implement their strategies. Bonds, options, and mutual funds may also be used where they feel appropriate. ACA incorporates a systematic approach using technical and fundamental indicators to avoid severe market pullbacks and reduce human error in portfolios. | Finance |
