Mark Wagner, CFA®

Mark has 20 years of investment management experience working with high-net-worth and institutional investment clients. Mark holds the Chartered Financial Analyst ™ (CFA) designation, the industry’s most respected designation for investment management professionals. He has held positions as a Research Analyst, Director of Research, and Portfolio Manager. These positions include experience with several large bank trust investment divisions including National City Bank, Fifth Third Bank, and Wintrust Financial, as well as a leading mutual fund company, Liberty Funds Group, and an ultra-high-net-worth family office, Bass Brother Trading. Mark has also worked as a Client Advisor with Wells Fargo Advisors and Merrill Lynch. Through his experience, Mark has refined his skills in constructing investment portfolios appropriate to client goals and risk tolerances.

Mark is a graduate of the University of Wisconsin and holds a Bachelor of Business Administration (BBA) in accounting and finance and a Master of Science (MS) in finance. While outside of the office, Mark enjoys spending time with his seven-year-old children, Nathan and Lauren, and wife Kathy.

How Mark Benefits You

Mark is a member of Campbell Wealth’s investment management team and is responsible for the strategic aspects of our clients’ portfolio management, including research, investment selection, asset allocation, and trading. In addition, Mark has an active role in meeting with our clients to help determine the appropriate portfolio guidelines for their broader financial plan.