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About
Gary Wagner is Managing Principal at Private Capital Management, LLC in Denver, Colorado, where he oversees client relationships, portfolio management, and serves as a member of the firm’s investment committee. His responsibilities include developing tailored investment strategies and guiding high-net-worth individuals, families, and institutional clients through complex financial planning and portfolio oversight across asset classes including equities, fixed income, and alternative investments.
Prior to joining Private Capital Management, Gary served as CEO and co-founder of Wagner Wealth Management, growing its assets under management from $30 million to over $500 million, and previously held legal leadership roles as Associate General Counsel at Qwest Communications and as a partner at a major Denver law firm. He is highly experienced in wealth management, investment strategy, legal and corporate risk, and fiduciary duties, with a focus on comprehensive, client-centric advisory services for high-net-worth and institutional clients.
Gary holds a B.S. in Finance from The Wharton School of the University of Pennsylvania and a J.D. from Duke University School of Law. He is active in the Denver philanthropic community, serving on several boards and investment committees, notably with the Jewish Community Center and Jewish Community Foundation, reflecting his commitment to both professional excellence and community service.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Private Capital Management, LLC | Managing Principal | Jan 2018 to Present | — |
| Wagner Wealth Management | Principal | Jan 2002 to Jan 2018 | — |
| Qwest | Associate General Counsel | Jan 1998 to Jan 2001 | — |
Education
University of Pennsylvania - The Wharton School
B.S., Finance
1983 — 1986
Duke University School of Law
J.D.
Skills & Expertise
Others at Private Capital Management, LLC (9)
| Name | Role | Location |
|---|---|---|
E Eric Weissman | VP | Miami Beach, FL , United States |
| Senior Vice President | Denver, CO , United States | |
J Justin Apt | President | Denver, CO , United States |
| Senior Portfolio Manager | Westminster, CO , United States | |
T Thomas Meade | President | Denver, CO , United States |
A Awma Samuel Ogbonna | Vice President | Dallas, TX , United States |
M Michael Packer | VP | Midland, MI , United States |
S Samuel Ogbonna | Vice President - Financial Advisor | Dallas, TX , United States |
T Thomas Short | Managing Director | London, United Kingdom |
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B Brian Cook | Partner | Cwa Asset Management Group, LLC | Nashville, TN , United States |
| Portfolio Manager | Moran Wealth Management, LLC | Naples, FL , United States | |
| Investment Analyst | Moran Wealth Management, LLC | Naples, FL , United States |