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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LSV Asset Management | Partner | Jun 2012 to Present | — |
| J.P. Morgan Asset Management | Managing Director | Jan 2003 to Jun 2012 | Institutional Asset Management |
| Chicago Equity Partners | Director | Jan 1998 to Dec 2002 | Client Portfolio Manager |
| First Chicago | Vice President | Jan 1991 to Jan 1997 | Institutional Investment Advisor |
| First Chicago | Vice President | Apr 1990 to Jan 1991 | Trader |
| Pacific Brokerage Services | Trader | Apr 1988 to Apr 1990 | — |
| Oberwies Securities | Investment Executive | Jun 1987 to Mar 1988 | — |
| Merrill Lynch | Intern | Jan 1987 to May 1987 | — |
Education
Loyola University of Chicago
MBA, Finance
1993 — 1996
Elmhurst College
BS, Marketing
1983 — 1987
Skills & Expertise
Others at LSV Asset Management (11)
| Name | Role | Location |
|---|---|---|
| Equity Trader | Glenview, IL , United States | |
D Dan Newman | Partner and Sr. Trader | Chicago, IL , United States |
E Eric Miller | Partner and Trader | Chicago, IL , United States |
| Partner and Portfolio Manager | Chicago, IL , United States | |
| Partner | Elmhurst, IL , United States | |
J Jason Karceski | Partner, Portfolio Manager and Research | Chicago, IL , United States |
P Puneet Mansharamani | Portfolio Manager | Chicago, IL , United States |
| Partner | Naperville, IL , United States | |
A Aparna Ayyah | Quantitative Analyst | Chicago, IL , United States |
| Partner and Trader | Chicago, IL , United States |