 Portfolio Management
Jonathan Wagner, CFA, Portfolio Manager, has over 15 years of professional experience with over 10 years of that specializing in portfolio management of both institutional accounts (e.g. pension plans and endowments) and high net worth individuals and families.
Prior to working at Bluemont, Jonathan held a similar position at a Charlottesville, VA based investment firm and at Charles Schwab & Co. He received the Chartered Financial Analyst designation from the CFA Institute and is a member of the CFA Society of Washington D.C.
Jonathan holds an B.S. degree in Accounting from Indiana University and an M.B.A. from the William E. Simon Graduate School of Business Administration at the University of Rochester.
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