Tolleson Wealth Management
Michael Wagner is a seasoned finance professional with extensive experience in fixed income investment management. Currently serving as the Director of Fixed Income at Tolleson Wealth Management since May 2016, Michael oversees the investment management process for a private bank and wealth management firm with $6 billion in assets under management. Previously, Michael held roles including Director of Fixed Income at MAI Wealth Advisors, LLC, and Director of Fixed Income at Lakepoint Investment Partners, where responsibilities encompassed portfolio management across various fixed income products. Michael's background also includes positions as a Portfolio Manager Investment Strategist at Northern Trust and Chief Investment Officer at Cuyahoga County Treasurer's Office, where significant risk management procedures were implemented. Early in the career, Michael worked as a Senior Vice President MBS Trader at McDonald and Co. Securities and began as a Fixed Income Analyst at Morgan Stanley. Michael holds a Bachelor’s degree in Economics from Cornell University and an MBA in Finance from UCLA Anderson School of Management.
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Tolleson Wealth Management
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Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.