Profile
Daniel Ellis Wagner is the founder of WBH Advisory, Inc., which was founded in 1986.
He held the title of Senior Wealth Advisor from 1986 to 2020.
He was also the President of Wagner Capital Management Corp.
Mr. Wagner's education includes an undergraduate degree from The Johns Hopkins University and a graduate degree from The University of Maryland Francis King Carey School of Law.
Former positions of Dan Wagner
| Companies | Position | End |
|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Founder | 2020-12-30 |
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | President | 2008-12-30 |
Training of Dan Wagner
| The Johns Hopkins University | Undergraduate Degree |
| The University of Maryland Francis King Carey School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Finance |
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Finance |
- Stock Market
- Insiders
- Dan Wagner
