David Wagner III Overview

  • Firm
  • Aptus Capital Ad...

  • Primary Position
  • Portfolio Manage...

David Wagner III General Information

Biography

Mr. David Wagner serves as Portfolio Manager, Head of Equity & Member of the Investment Committee at Aptus Capital Advisors. Prior to joining Aptus, he worked with both Opus Capital Management and Driehaus Capital Management where he was responsible for conducting research and analysis for various small and microcap equity strategies. He is a regular contributor on CNBC, Bloomberg, WSJ, and Barrons. He is a CFA Charterholder and a member of the CFA Society of Cincinnati. He earned his BS in Accounting and BBA in Finance from the University of Kentucky. He also earned his MBA specialized in Finance from Xavier University in Cincinnati, OH.

Contact Information

Primary Position
Portfolio Manager, Head of Equity & Member of the Investment Committee, Aptus Capital Advisors
Education
University of Kentucky, BS (Bachelor of Science)
University of Kentucky, BBA (Bachelor of Business Administration)
Xavier University, MBA (Master of Business Administration)
Gender
Male
Email
da
Phone
+1 (251)
Address
  • 265 Young Street
  • Fairhope, AL 36532
  • United States
+1 (251)

David Wagner III Positions (1)

Firm name Firm type Title Location Industry Since
Aptus Capital Advisors Investor Portfolio Manager, Head of Equity & Member of the Investment Committee Fairhope, AL Hedge Fund

David Wagner III FAQs

  • Who is David Wagner III?

    Mr. David Wagner serves as Portfolio Manager, Head of Equity & Member of the Investment Committee at Aptus Capital Advisors.

  • How much does David Wagner III typically invest?

    David Wagner III's median deal size is .

  • What is David Wagner III’s main position?

    David Wagner III’s primary position is Portfolio Manager, Head of Equity & Member of the Investment Committee.

  • What are the contact details for David Wagner III?

    David Wagner III’s email address is da and his phone number is +1 (251) .

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