Michael Wagner

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 cultivating strong, personalized relationships with each client family. His role involves a hands-on approach in understanding and addressing the distinct financial goals and needs of Omnia’s clientele. This client-centric focus is pivotal in steering the firm’s bespoke wealth management strategies.

In addition to his client-facing responsibilities, Michael is integral to the strategic operational and business direction of Omnia. He plays a significant role in the firm’s investment committee, contributing his input on manager selection, analysis, and comprehensive risk management.

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 has been recognized by Forbes as part of its Top Next-Gen Best-In-State Wealth Advisors ranking. Michael is also a frequent contributor in the financial media and has been featured in the New York Times, U.S. News & World Report and Citywire. Locally, Michael has been featured on local network affiliate NBC 6 South Florida and quoted in the Miami Herald and Ocean Drive.

Michael is an avid photographer and heavily involved with the Greater Miami Jewish Federation (GMJF), where he serves as a vice chair of the board of directors. In addition to serving on the board, Michael chairs the Administrative and Ethiopian Israeli Initiative committees.  Michael resides in Fort Lauderdale.

Source: Forbes.com, June 2019, Forbes Next-Gen Best-In-State Wealth Advisors. All data compiled by Shook Research LLC based on the time period from 03/31/18 – 03/31/19. The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information visit Shook Research.