Steven is Co-Founder and Chief Executive Officer of Omnia Family Wealth. With more than 35 years of experience and investment insight, Steven guides individuals, families and private foundations through the strategic process of identifying their goals, investment profile and ultimate wealth management plan. He draws on deep analytical acumen and a nuanced grasp of the markets to support the firm’s investment strategies. Before co-founding Omnia Family Wealth, Steven was a Managing Director at Merrill Lynch’s Private Banking and Investment Group. Prior to Merrill Lynch, he was a Managing Director at UBS Private Wealth Management. In recognition of his accomplishments, Steven was honored as

Steven Wagner
Co Founder, Chief Executive Officer
Omnia Family Wealth
United States, Florida, Miami
About Me
Profile Information
Co Founder, Chief Executive Officer
Omnia Family Wealth
Investment Team,Operations Team
Investor
Multi-Family Office
Miami
Florida
United States
Aug 13, 2024
More profiles to browse
Ivan Hernandez
Co Founder, Managing Director Wealth Structure and Planning
MW
Michael Wagner
Co-Founder, COO & Managing Director

Alon Ozer
Chief Investment Officer
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
RD
Russ Degitz
Principal
Huntington University