Dan Wagner

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Consumer Services

Profile

Daniel Ellis Wagner is the founder of WBH Advisory, Inc., which was founded in 1986.
He held the title of Senior Wealth Advisor from 1986 to 2020.
He was also the President of Wagner Capital Management Corp.
Mr. Wagner's education includes an undergraduate degree from The Johns Hopkins University and a graduate degree from The University of Maryland Francis King Carey School of Law.

Former positions of Dan Wagner

Companies	Position	End
WBH Advisory, Inc. WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments.	Founder	31/12/2020
Wagner Capital Management Corp. Wagner Capital Management Corp. Investment ManagersFinance Wagner is a US large/mega-cap growth investor. The firm uses bottom-up research and maintains a low turnover rate.	President	31/12/2008

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Linked companies

Private companies	4
Wagner Capital Management Corp. Wagner Capital Management Corp. Investment ManagersFinance Wagner is a US large/mega-cap growth investor. The firm uses bottom-up research and maintains a low turnover rate.	Finance
The Johns Hopkins University The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
WBH Advisory, Inc. WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments.	Finance
The University of Maryland Francis King Carey School of Law The University of Maryland Francis King Carey School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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