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Investment Banking Contacts

U.S. map showing West, Mountain Midwest, North, South, East regions Connect with our teams across the U.S.

Our teams of experienced professionals are strategically located across the country and geographically aligned to deliver our leading investment banking capabilities and insightful advice to you. Focused on companies with revenues of more than $50 million, and middle market financial sponsors, our bankers live and work in your region and understand the business environment that your company operates in.

West

Mountain Midwest

North

South

East

Charlie Woo Group Head – Charlie Woo

charlie.woo@wellsfargo.com

Charlie Woo is a managing director and head of the Regional Investment Banking group. He leads origination and execution efforts for middle-market companies and financial sponsors, providing strategic and capital markets advisory services. Charlie is based in Los Angeles.

Specialized Services

M&A Execution

Brad Brown

bradford.brown@wellsfargo.com

Brad Brown is a managing director and head of the mergers and acquisitions (M&A) sellside team. He has more than 25 years of M&A experience and is a member of the firm's fairness opinion committee. Brad is based in Charlotte, NC.

Andrew Halverstam

andrew.halverstam@wellsfargo.com

Andrew Halverstam is a managing director and leads Wells Fargo's healthcare sellside practice. He has more than 17 years of M&A experience focused on originating and executing transactions across a broad spectrum of healthcare sectors. Andrew is based in Charlotte, NC.

Jay Harris

jay.harris@wellsfargo.com

Jay Harris is a managing director specializing in mergers and acquisitions (M&A). He has over 20 years of M&A experience primarily focused on originating and executing transactions for middle-market companies and financial sponsors in the industrials sector. Jay is based in Charlotte, NC.

Ryan Murphy Ryan Murphy

ryan.r.murphy@wellsfargo.com

Ryan Murphy is a director specializing in mergers and acquisitions (M&A). He has more than 10 years of M&A experience primarily focused on originating and executing transactions for middle-market companies and financial sponsors.  Ryan is based in Los Angeles.

Steve Nelson

steven.nelson@wellsfargo.com

Steve Nelson is a director specializing in mergers and acquisitions (M&A). He has more than 10 years of M&A experience primarily focused on originating and executing transactions for middle-market companies and financial sponsors. Steve is based in Los Angeles.

Tim Wielechowski Tim Wielechowski

tim.wielechowski@wellsfargo.com

Tim Wielechowski is a managing director specializing in mergers and acquisitions (M&A). He has more than 16 years of experience primarily focused on executing middle market M&A transactions in the consumer and retail sector. Tim is based in Charlotte, NC.

States represented: Alaska, California, Hawaii, Oregon, Washington, Western Canada

Your representatives are:

Brad Matsik Brad Matsik

bradley.matsik@wellsfargo.com

Brad Matsik is a managing director and head of West Investment Banking which includes West and Mountain Midwest regions. Brad provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Northern California. He has more than 20 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Brad is based in San Francisco.

Logan Ardis

logan.w.ardis@wellsfargo.com

Logan Ardis is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Northern California. He has more than 11 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Logan is based in San Francisco.

Nick Williams Nick Williams

nicholas.m.williams@wellsfargo.com

Nick Williams is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Pacific Northwest and Western Canada. He has more than 35 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Nick is based in Portland, OR.

States represented: Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Utah, Wyoming

Your representatives are:

Barry Lutz Barry Lutz

barry.lutz@wellsfargo.com

Barry Lutz is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Mountain region. He has more than 14 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Barry is based in Phoenix.

States represented: Illinois, Indiana, Iowa, Michigan, Minnesota, Nebraska, North Dakota, Ohio, South Dakota, Wisconsin

Your representatives are:

Rick FlorJancic

rick.florjancic@wellsfargo.com

Rick FlorJancic is a managing director and head of Central Investment Banking which includes North and South regions. Rick provides investment banking and capital markets advisory services to corporate and financial sponsor clients in a 10 state Midwest region. He has more than 20 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Rick is based in Chicago.

Rob Biodrowski Rob Biodrowski

robert.z.biodrowski@wellsfargo.com

Rob Biodrowski is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in a 10 state Midwest region. He has more than 14 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Rob is based in Chicago.

States represented: Arkansas, Florida, Georgia, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Oklahoma, Tennessee, Texas

Your representatives are:

Chad Armstrong

chad.armstrong@wellsfargo.com

Chad Armstrong is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Southern region. He has more than 10 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Chad is based in Atlanta, GA. 

Sarah Hartley Sarah Hartley

sarah.hartley@wellsfargo.com

Sarah Hartley is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Arkansas, Florida, Kansas, and Missouri. She has more than 10 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Sarah is based in Charlotte, NC.

Kelly Landreth Kelly Landreth

kelly.landreth@wellsfargo.com

Kelly Landreth is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Southern region. She has more than 15 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Kelly is based in Dallas.

Chris Nobili Chris Nobili

chris.nobili@wellsfargo.com

Chris Nobili is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in the Southern region. He has more than 16 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Chris is based in Charlotte, NC. 

Paul Wolfert

paul.wolfert@wellsfargo.com

Paul Wolfert is a director in the Regional Investment Banking group at Wells Fargo Securities, where he provides strategic advisory and capital raising services to middle market companies throughout Texas, Oklahoma and Louisiana. Paul has more than 10 years of investment banking and corporate valuation experience. He is based in Houston, TX. 

States represented: Connecticut, Delaware, Eastern Canada, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, West Virginia

Your representatives are:

Bruce McDonald

bruce.a.mcdonald@wellsfargo.com

Bruce McDonald is a managing director and head of East Investment Banking and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Northeast and Canada. He has more than 20 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Bruce is based in New York.

Conor Byrne Conor Byrne

conor.byrne@wellsfargo.com

Conor is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in New England and Pennsylvania. He has more than 20 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Conor is based in Charlotte, NC.

Rick Dowd Rick Dowd

rick.dowd@wellsfargo.com

Rick Dowd is chairman and managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in North and South Carolina. He has more than 25 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Rick is based in Charlotte, NC.

Thomas Duncan

thomas.duncan@wellsfargo.com

Thomas Duncan is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in North and South Carolina. He has more than 11 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Thomas is based in Charlotte, NC.