Jeff Wagner

Jeff Wagner is Managing Partner and Senior Partner at LVW Advisors, based in Pittsford, New York, where he leads client relationships and oversees investment strategy for both institutional clients and high-net-worth individuals. His key responsibilities involve comprehensive portfolio management, strategic financial planning, and maintaining long-term client partnerships, emphasizing detailed, proactive planning and fiduciary accountability.

Wagner specializes in advising on diversified portfolios with a strong focus on value-oriented asset allocation, including equities, fixed income, alternative investments, and responsible investing strategies tailored to complex client needs and institutional mandates. He regularly works with not-for-profits, private foundations, and wealthy families, and has been featured in industry publications for his guidance on navigating private foundation tax rules and compliance matters.

Prior to his current role, Wagner served as Associate Director at Convergent Wealth Advisors. He holds an MBA in Finance from Rochester Institute of Technology and a bachelor's degree in Business Management from SUNY Geneseo. His expertise spans portfolio construction, investment research, and regulatory analysis, with notable contributions toward enhancing transparency, compliance, and effective investment solutions for mission-driven organizations and individual investors.