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Jeffrey R. Wagner
Managing Partner


Jeff Wagner delivers investment management consulting services to LVW’s institutional and private clients. In this role, he is involved in the oversight and management of asset allocation analyses, portfolio construction, and performance measurement. He also manages the development of the LVW Analyst Team and is the main point of contact for the firm’s research providers.  He is also a member of LVW’s Investment Committee.

Jeff spent three years at Convergent Wealth Advisors prior to joining LVW, and more than five years at Citigroup Institutional Consulting—all with his current LVW team.

Jeff holds a Master in Business Administration with a concentration in Finance. He earned his Bachelor of Science degree from the State University of New York at Geneseo in Business Administration with minors in International Relations and Computer Information Systems.

Jeff enjoys golfing, skiing, playing soccer, watching college football, and spending time with his wife, Erica, and daughters, Ava and Lyla.