Dave Wagner, CFA | Equity Analyst & Portfolio Manager

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.

​Background & Education

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.

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.

Outside The Office

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 – such as mowing and admiring his lawn with his lawnmower named ladybird –  is always up there on his list.

Why Aptus?

“Young firm with bright individuals that all have a desire to win. Also, HQ is basically in a vacation town.”