Shane Wagner, CPM®

Financial Advisor

Shane is a Financial Advisor and Senior PIM Portfolio Manager and has been the steward of clients’ assets for over 20 years. He is a Certified Portfolio Manager and was trained at the Fu School of Engineering at Columbia University.  Shane is a member of the Academy of Certified Portfolio Managers.  He is a native Charlottean, a graduate of UNC Charlotte and served an enlistment in the United States Marine Corps.  Shane is active in the community and supports many local nonprofit organizations.  Shane and his wife have two boys.  In his free time he enjoys coaching his two sons in their various sports and is an avid golfer.