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Jeffrey R. Wagner, MBA

Senior Partner, Principal

Jeff Wagner is a Senior Partner and Principal at LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions in the United States. With over 20 years of industry experience, Jeff serves as an advisor to the firm’s family wealth and institutional clients. In addition to Jeff’s client responsibilities he participates as a member of the firm’s Investment and Management Committees.

Jeff joined the senior team at LVW’s inception in 2011. Prior to joining LVW, Jeff spent three years at Convergent Wealth Advisors 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 as well as watching their many activities. A former high school athlete, he enjoys soccer, plays golf, downhill skies and enjoys college and professional sports.

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