Gary P. Wagner, AIF®

Gary Wagner is Principal and Chief Operations Officer. He also works directly with clients to provide investment and strategic wealth advice. Gary sits on Carnegie’s Investment Committee and also manages the firm’s strategic initiatives and operations. 

Prior to joining Carnegie, Gary worked with the Reserve Management Corp, Schwab Institutional, and Federated Investors.

Gary is a treasurer and board member of March of Dimes – Northeast Ohio. He is also a member of the Society of Financial Services Professionals Cleveland and the Financial Planning Association.  Gary also works with the Ronald McDonald House of Cleveland as the finance committee lead for the Capital Campaign and the Planned Giving Committee.
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Gary holds a Bachelor of Science in Finance from Duquesne University and a Master of Business Administration from Kent State University.

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