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Jeffrey R. Wagner, MBA

Senior Partner

Jeff Wagner is a Senior Partner at LVW and advisor to the firm’s family wealth and institutional clients. With over 19 years of industry experience, Jeff has also developed our research analyst team and manages LVW’s specialist research providers. He is a voting member and chair of LVW’s Investment Committee.

Jeff spent three years at Convergent Wealth Advisors prior to joining LVW, and more than five years at Citigroup Institutional Consulting/Smith Barney—working with many of the members of the senior advisory team at LVW.

Jeff holds a Master of Business Administration with a concentration in finance from the Rochester Institute of Technology. His undergraduate degree from SUNY Geneseo included a major in business administration and minors in international relations and computer information systems.

Jeff treasures the time he spends with his wife and their two daughters. A former high school athlete, he still plays soccer, golfs, skies and enjoys college sports.

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