Gary P. Wagner, AIF®

Gary joined Carnegie in 2003. Currently, he serves as a Portfolio Advisor and Principal/COO. He works directly with clients to provide investment and strategic wealth advice. He sits on Carnegie’s Investment Committee and also manages the firm’s strategic initiatives and operations.
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Prior to joining Carnegie, Gary had worked with the Reserve Management Corp, Schwab Institutional, and Federated Investors. He earned his B.S. Finance from Duquesne University and an MBA from Kent State University. He works with the Ronald McDonald House of Cleveland as the Finance Committee lead for the Capital Campaign and the Planned Giving Committee.

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 and his wife reside in Solon with their daughter and twin boy and girl.

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