CO-FOUNDER, CHIEF OPERATING OFFICER
Michael Wagner, CFP® is Co-Founder and Chief Operating Officer at Omnia Family Wealth.
In this position, Michael is responsible for the ongoing operational and business strategy of Omnia, as well as ongoing analysis of each client family relationship and development of Omnia’s team. His responsibilities also include participating in the firm’s investment committee, where he assists in manager selection, analysis and risk management. Michael works closely with Omnia’s clientele and functions as the firm’s chief technology officer.
Prior to joining Omnia Family Wealth, Michael spent several years working with the team as a Private Wealth Advisor at Merrill Lynch. He was also a Financial Advisor at UBS Private Wealth Management, where he served clients and helped design investment strategies. Michael received his B.A. in Economics from Brandeis University. Michael holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.
Michael is an avid photographer and is also heavily involved with the Greater Miami Jewish Federation (GMJF), where he sits on the board of directors and several committees. He is currently serving as Co-chair of the Agency Support Committee, which builds and enhances Federation’s relationship with its key local agencies, manages the oversight of each agency, discusses communal trends, and identifies areas of concern. Michael resides in Fort Lauderdale.