{"id":230876,"date":"2021-10-25T11:29:15","date_gmt":"2021-10-25T11:29:15","guid":{"rendered":"https:\/\/aptuscapitaladvisors.com\/?post_type=person&#038;p=230876"},"modified":"2024-05-30T12:27:46","modified_gmt":"2024-05-30T16:27:46","slug":"dave-wagner","status":"publish","type":"person","link":"https:\/\/aptuscapitaladvisors.com\/person\/dave-wagner\/","title":{"rendered":"Dave Wagner, CFA | Head of Equity &#038; Portfolio Manager"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.23.4&#8243; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.23.4&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; width=&#8221;100%&#8221; max_width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>David Wagner is a member of the Aptus Investment Committee and is responsible for equity research, selection, the evaluation of macro-level trends, and advising about the current market environment.<\/p>\n<p><strong>\u200bBackground &amp; Education<\/strong><\/p>\n<p>Prior to joining Aptus, David worked with both Opus Capital Management and Driehaus Capital Management where he was responsible for conducting research and analysis for various small and microcap equity strategies. David is a regular contributor on CNBC, Bloomberg, WSJ, and Barrons.<\/p>\n<p>David is a CFA Charterholder and a member of the CFA Society of Cincinnati. He earned his BS in Accounting and BBA in Finance from the University of Kentucky. He also earned his MBA specialized in Finance from Xavier University in Cincinnati, OH.<\/p>\n<p><strong>Outside The Office<\/strong><\/p>\n<p>David resides in Mt. Lookout, Ohio with his well-accomplished dog, Saddie. He enjoys hunting, fishing, and all things Cincy sports. Outside of work, you will find David working on his farm and treating himself to a nice glass of bourbon. To Dave, the little things in life bring him the most joy &#8211; such as mowing and admiring his lawn with his lawnmower named ladybird &#8211;\u00a0 is always up there on his list.<\/p>\n<p><strong>Why Aptus?<\/strong><\/p>\n<p>&#8220;Young firm with bright individuals that all have a desire to win. Also, HQ is basically in a vacation town.&#8221;<\/p>\n<p>[\/et_pb_text][et_pb_social_media_follow _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_social_media_follow_network social_network=&#8221;linkedin&#8221; url=&#8221;https:\/\/www.linkedin.com\/in\/david-w-wagner-iii-cfa-6161482a\/&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#007bb6&#8243; global_colors_info=&#8221;{}&#8221; follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]linkedin[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"featured_media":235050,"template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false},"class_list":["post-230876","person","type-person","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dave Wagner, CFA | Head of Equity &amp; 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