Sign in
Michael Wagner

Michael Wagner

Partner at LSV Asset Management

Mokena, IL , United States

About

Michael Wagner is a Partner at LSV Asset Management based in Mokena, IL, where he serves as Director of Client Portfolio Services specializing in Taft-Hartley pension plans. In this capacity, he is responsible for managing institutional relationships and servicing multi-employer benefit funds, with a focus on value equity strategies across U.S. and global markets.

He brings over two decades of institutional investment experience, having previously held the role of Managing Director at J.P. Morgan Asset Management and Director at Chicago Equity Partners. Throughout his career, Wagner has concentrated on servicing union pension funds and institutional asset owners, contributing deep expertise in equity portfolio management and client service for Taft-Hartley and benefit plan segments.

Michael holds an MBA in Finance from Loyola University of Chicago and a BS in Marketing from Elmhurst College. His professional credentials include the CFA designation, and he is recognized for his commitment to the investment needs of labor-affiliated benefit funds, as well as his leadership in value-oriented equity asset classes and institutional client engagement.

Career History

OrganizationRoleDate RangeDetails
LSV Asset ManagementPartnerJun 2012 to Present
J.P. Morgan Asset ManagementManaging DirectorJan 2003 to Jun 2012
Institutional Asset Management
Chicago Equity PartnersDirectorJan 1998 to Dec 2002
Client Portfolio Manager
First ChicagoVice PresidentJan 1991 to Jan 1997
Institutional Investment Advisor
First ChicagoVice PresidentApr 1990 to Jan 1991
Trader
Pacific Brokerage ServicesTraderApr 1988 to Apr 1990
Oberwies SecuritiesInvestment ExecutiveJun 1987 to Mar 1988
Merrill LynchInternJan 1987 to May 1987

Education

Loyola University of Chicago

MBA, Finance

1993 1996

Elmhurst College

BS, Marketing

1983 1987

Skills & Expertise

Institutional Investors
Hedge Funds
Investment Strategies
Equities
Fixed Income
Investment Management
Asset Managment
Securities
Investments
Portfolio Management
Risk Management
Alternative Investments
Institutional...
Mutual Funds
Series 7
Asset Allocation
Series 63
Institutional Investments
Asset Management
Management
Global Asset Management
Sales
Investment Sales

Others at LSV Asset Management (11)

NameRoleLocation
Brian Weber
Brian Weber
Equity TraderGlenview, IL , United States
D
Dan Newman
Partner and Sr. TraderChicago, IL , United States
E
Eric Miller
Partner and TraderChicago, IL , United States
Guy Lakonishok
Guy Lakonishok
Partner and Portfolio ManagerChicago, IL , United States
James Owens
James Owens
PartnerElmhurst, IL , United States
J
Jason Karceski
Partner, Portfolio Manager and ResearchChicago, IL , United States
P
Puneet Mansharamani
Portfolio ManagerChicago, IL , United States
Titus Liu
Titus Liu
PartnerNaperville, IL , United States
A
Aparna Ayyah
Quantitative AnalystChicago, IL , United States
Claude O'Malley
Claude O'Malley
Partner and TraderChicago, IL , United States
Showing 1-10 of 11 team members