Gary P. Wagner, AIF®

Gary Wagner
Principal, Chief Operations Officer
Cleveland, OH

email gary wagner

Or call 216.367.4114

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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About Gary Wagner's Professional Designation

Accredited Investment Fiduciary® (AIF®)
The Accredited Investment Fiduciary® (AIF®) designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. It is issued by the Center for Fiduciary Studies at http://www.fi360.com. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. In order to become an AIF® Designee, candidates must complete the following requirements: 1. Enroll in and complete training that satisfies AIF® Training requirements, which requires completing 2-day classroom instruction or a self-study program 2. Pass the AIF examination 3. Meet the experience requirement (prerequisites) 4. Satisfy the Code of Ethics and Conduct Standards 5. Submit the application and dues 6. Complete 6 hours of continuing education annually. Full requirements and policies and procedures can be found in the AIF® Candidate Handbook.