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 analysis of client portfolios as well as implementation of the firm’s reporting platform. 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 younger 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 several committees. He is currently serving a two-year appointment as Co-Chair of The Network, GMJF’s young leadership board, where he also has a seat on the Board of Directors. Michael was a 2014 recipient of the Sandra C. Goldstein Young Leadership Award, an honor presented annually to two individuals between the ages of 25 and 35 for leadership and service to Miami’s Jewish community. Michael resides in Fort Lauderdale.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.