Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:An Ex-AllianzGI MD Joins an Equity Income Shop Not Rated 5.0 Email Routing List Email & Route  Print Print
Friday, July 17, 2020

An Ex-AllianzGI MD Joins an Equity Income Shop

Reported by Ana Garcia Conway

A senior Allianz Global Investors distribution veteran is joining an equity income SMA and ETF shop in the Southeast.

Keith Charles Wagner
Capital Wealth Planning, LLC
Managing Director, Head of National Accounts and Institutional sales
On Monday, Kevin Simpson, founder and CEO of Capital Wealth Planning, confirmed that Keith Wagner recently joined the Naples, Florida-based firm as managing director and head of national accounts and institutional sales. Wagner previously served as managing director at Allianz GI, where he spent 12 years, before leaving earlier this year.

A spokesperson for AllianzGI confirmed Wagner's departure. Wagner's move comes as another fund firm is preparing to take over AllianzGI's retail distribution in the U.S.

Simpson stated, "Keith brings significant institutional investment management experience to the CWP team, along with a strong foundation and understanding of retail investing and behavioral finance

Before Wagner joined AllianzGI in 2008, he was a managing director at Neuberger Berman. Earlier on, he worked at American Beacon and PNC. Before becoming part of the civilian workforce, Keith was an airplane and helicopter pilot and major in the U.S. Army

Wagner received his Bachelors of Science in engineering and management at United States Military Academy at West Point.

Editor's Note: A prior version of this story mischaracterized Capital Wealth Planning's focus. The firm offers equity income strategies through SMAs and an ETF. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use