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Connect with our teams across the U.S.
Our teams of experienced professionals are ready to serve you. Reach out to one of our bankers located across the country to deliver our leading investment banking capabilities. We also respond to inquiries submitted through this form.
West
Mountain Midwest
North
South
East
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.
Ryan Murphy
ryan.r.murphy@wellsfargo.com
Ryan Murphy is a managing 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.
States represented: Alaska, California, Hawaii, Oregon, Washington, Western Canada
Your representatives are:
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.
Matt Clark
matthew.s.clark@wellsfargo.com
Matt Clark is a managing director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Southern 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. Matt is based in Los Angeles.
Scott Dragicevich
scott.dragicevich@wellsfargo.com
Scott Dragicevich is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Southern California. He has more than 8 years of experience and has worked with a broad range of public, private, and private equity clients across a variety of industries. Scott is based in Los Angeles.
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@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
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@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@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@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@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@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.
Lowell Jacobson
lowell.jacobson@wellsfargo.com
Lowell Jacobson is a director and provides investment banking and capital markets advisory services to corporate and financial sponsor clients in Washington D.C., Maryland, Virginia, West Virginia and Pennsylvania. 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. Lowell is based in Bethesda, Maryland / Washington, D.C.
