
Michael Wagner
Co-Founder, COO & Managing Director
Omnia Family Wealth
United States, Florida, Miami
About Me
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 Adviso
Profile Information
Co-Founder, COO & Managing Director
Omnia Family Wealth
Investment Team,Operations Team
Investor
Multi-Family Office
Miami
Florida
United States
May 15, 2024
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