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Asset Location: A Key Strategy to Help Achieve Your Financial Goals

A headshot of associate Philip Wagner, CFA. He is wearing rectangular wire frame glasses and a black suit.
Philip Wagner, CFA®
  • Bryn Mawr Capital Management
3 min read
June 28, 2024
A man wearing a gray suit is looking at a tablet held by a woman in a blue dress.
A headshot of associate Philip Wagner, CFA. He is wearing rectangular wire frame glasses and a black suit.
Philip Wagner, CFA®
  • Bryn Mawr Capital Management

Phil Wagner leads the investment advisors and is responsible for directing the portfolio management process, identifying relevant trends, and driving continuous improvement in the delivery of investment services. He joined the company in 2010.

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