John Wagner

Senior Portfolio Manager

John is a Senior Portfolio Manager with Yellowstone Partners, focusing on management of the Firm’s municipal bond portfolios. With more than 20 years’ experience in the securities industry, he has worked for several firms including Fidelity Investments, and Zions First National Bank,where he was Vice President and Senior Portfolio Manager with responsibility for managing the Trust and Private Client assets for the Bank’s Nevada State Bank subsidiary. He has a Bachelor’s Degree in Economics from the University of Utah.

Building Relationships

As a Registered Investment Advisor, our purpose is to provide investment advice, never to sell a product. Many other brokers' loyalty is to their firm, not to their clients – their compensation schedule actually incentivises them to make recommendations that may not be in their clients' best interests.