Tristan Wagner

Tristan Wagner is a Research Associate at Allegheny Financial Group, based in Pittsburgh, PA, where he supports the firm's investment research and asset management initiatives. In this role, he is involved in the evaluation and ongoing monitoring of diversified portfolios, leveraging a team-based and disciplined approach to research and investment selection in support of both advisors and clients, including individuals, pension plans, and non-profits. His responsibilities include portfolio modeling, market analysis, and providing research on professional money managers as part of the firm's proprietary investment platform.

Tristan focuses primarily on equity securities, contributing to research on domestic and global stocks, mutual funds, and portfolio strategies. His prior experience as an Equity Research Associate at the Penn State Asset Management Group provided him with a strong foundation in fundamental equity analysis and sector research, while his internship at Cetera Financial Group offered exposure to broader investment management principles.

He earned a Bachelor of Science in Marketing from Penn State University, bringing a blend of analytical and client communication skills to his investment research work. Tristan's expertise lies in equity research, portfolio analysis, and supporting the delivery of customized investment solutions within a fiduciary framework.