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Steven Wagner

Co Founder, Chief Executive Officer

Omnia Family Wealth

United States, Florida, Miami

About Me

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

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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

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