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Gary Wagner

Gary Wagner

Managing Principal at Private Capital Management, LLC

Denver, CO , United States

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

OrganizationRoleDate RangeDetails
Private Capital Management, LLCManaging PrincipalJan 2018 to Present
Wagner Wealth ManagementPrincipalJan 2002 to Jan 2018
QwestAssociate General CounselJan 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

Private Equity
Estate Planning
Investments
Commercial Litigation
Finance
Asset Allocation
Investment Advisory
Integration
Strategy
Asset Managment

Others at Private Capital Management, LLC (9)

NameRoleLocation
E
Eric Weissman
VPMiami Beach, FL , United States
Giles Fox
Giles Fox
Senior Vice PresidentDenver, CO , United States
J
Justin Apt
PresidentDenver, CO , United States
Peter Keilman
Peter Keilman
Senior Portfolio ManagerWestminster, CO , United States
T
Thomas Meade
PresidentDenver, CO , United States
A
Awma Samuel Ogbonna
Vice PresidentDallas, TX , United States
M
Michael Packer
VPMidland, MI , United States
S
Samuel Ogbonna
Vice President - Financial AdvisorDallas, TX , United States
T
Thomas Short
Managing DirectorLondon, United Kingdom

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