Jeff Wagner is a Senior Partner and Principal at LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions in the United States. With over 20 years of industry experience, Jeff serves as an advisor to the firm’s family wealth and institutional clients. In addition to Jeff’s client responsibilities he participates as a member of the firm’s Investment and Management Committees. Jeff joined the senior team at LVW’s inception in 2011. Prior to joining LVW, Jeff spent three years at Convergent Wealth Advisors and more than five years at Citigroup Institutional Consulting/Smith B