Wells Fargo Investment Institute Overview
- Type
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Investment Advisor
- Year Founded
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1995
- Professionals
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175
- AUM
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Wells Fargo Investment Institute General Information
Description
Wells Fargo Investment Institute (WFII) is an investment advisor based in Charlotte, North Carolina. Established in 1995, the firm provides investment research, strategy, manager research, and thought leadership within the wealth, brokerage, and retirement divisions. WFII provides investment advice to Wells Fargo Bank, Wells Fargo Advisors, and other Wells Fargo affiliates. The firm operates as a subsidiary of Wells Fargo & Company. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).
Contact Information
Year Founded
Corporate Office
- 550 South Tryon Street
- 40th Floor
- Charlotte, NC 28202
- United States
Wells Fargo Investment Institute Commitment Analytics
Wells Fargo Investment Institute Investment Allocations
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Target PE:Current PE:% Actual
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Target Real Estate:Real Estate:% Actual
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Target Equities:Current Equities:
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Target Fixed Income:Fixed Income:
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Target Cash:Current Cash:
Wells Fargo Investment Institute Team (20)
| Name | Title | Office |
|---|---|---|
| Darrell Cronk | President, Chief Investment Officer & Board Member | Charlotte, NC |
| Haley Ronzio | Chief Financial Officer & Treasurer | Charlotte, NC |
| Gregory Sigmund | Chief Operating Officer, Head of Investment Strategy and Research and Business Support, Board Member and Co-Chair of the Global Investment Strategy Committee and Member of Investment and Investment Risk Committees | Charlotte, NC |
| Britta Mccorduck | Managing Director & Secretary | Charlotte, NC |
| Paul Christopher | Head of Global Investment Strategy | Charlotte, NC |
Wells Fargo Investment Institute Board Members (3)
| Name | Representing | Role | Since |
|---|---|---|---|
| Barry Sommers | Wells Fargo | Board Member | |
| George Rusnak | Self | Board Member | |
| Gregory Sigmund | Wells Fargo Investment Institute | Chief Operating Officer, Head of Investment Strategy and Research and Business Support, Board Member and Co-Chair of the Global Investment Strategy Committee and Member of Investment and Investment Risk Committees |
Wells Fargo Investment Institute FAQs
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When was Wells Fargo Investment Institute founded?
Wells Fargo Investment Institute was founded in 1995.
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Where is Wells Fargo Investment Institute headquartered?
Wells Fargo Investment Institute is headquartered in Charlotte, NC.
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How many Assets Under Management (AUM) does Wells Fargo Investment Institute have?
Wells Fargo Investment Institute has in assets under management.
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