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Who We Are

Put Our Expertise to Work for You

Wells Fargo Investment Institute combines teams from a broad range of backgrounds to help financial professionals build and implement plans that are appropriate for their clients.

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As part of specialized investment teams gathered under one umbrella, our strategists and analysts provide viewpoints on current market conditions, regular publications to help investors build their financial acumen and offer periodical client calls to interact with strategists. In support of your financial professional, Wells Fargo Investment Institute is a resource for information and strategies to build a plan designed to help you succeed financially.

Leadership

Darrell Cronk, CFA®, President

Darrell Cronk, President, Wells Fargo InstituteDarrell L. Cronk is the president of Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Mr. Cronk leads global investment strategy and research including equity, fixed income, real assets, and alternative investments. He also serves as chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses.

Mr. Cronk is frequently featured in the media including The Wall Street Journal, TheStreet, Dow Jones MarketWatch, Barron’s, the Associated Press, Reuters, Bloomberg Television, CNBC, and Fox Business Network. He has authored numerous investment-related articles and regularly speaks at investment-industry conferences.

With more than 25 years of experience in financial services, Mr. Cronk most recently served as deputy chief investment officer for Wells Fargo Private Bank. He has held a variety of positions at Wells Fargo, including regional chief investment officer, senior director of investments, regional investment manager, senior investment manager, equity analyst, and senior financial consultant. He began his career as a senior credit analyst for Norwest Bank, a Wells Fargo predecessor.

Mr. Cronk earned a Bachelor of Science in Finance from Iowa State University, a Master in Finance from Boston University, and is a CFA® charterholder. He is based in New York City.

Greg Sigmund, CFA®, Head of Investments and Operations

Greg Sigmund, Chief Operating Officer, Wells Fargo Investment InstituteGreg Sigmund is the Head of Investments and Operations for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Trust, Abbot Downing and Wells Fargo Asset Management businesses.

Mr. Sigmund is responsible for the investment functions and for managing the business and operational aspects of WFII. Previously, Mr. Sigmund served as Head of the Advisory Services Group of Wells Fargo Advisors, which provided portfolio management, research and investment guidance to 15,000 Financial Advisors and was Chairman of the firm’s Investment Policy Committee.  He also served as the Head of Securities Research at Wells Fargo Advisors predecessor firm, A.G. Edwards. In this capacity, Mr. Sigmund was responsible for an investment research team of over 200 analysts, covering over 1,000 individual securities.  As an equity research analyst, his research coverage responsibility included real estate investment trusts (REITs), electric utilities, and household-product companies. He has more than 34 years of experience in financial services.

Mr. Sigmund received a Bachelor of Science in Finance and Masters of Business Administration from Saint Louis University and is a CFA® charterholder. Mr. Sigmund is based in St. Louis.

International and Real Assets Strategy

Paul Christopher, CFA®, Head of Global Market Strategy

Paul Christopher, CFA, Head Global Market Strategist

Paul Christopher is the Head of Global Market Strategy for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, Abbot Downing and Wells Fargo Asset Management businesses.

Mr. Christopher focuses on the global investment environment and leads WFII’s market guidance teams. He is frequently quoted in the national media, including The Wall Street Journal, The New York Times, Forbes, TIME, Investor’s Business Daily, USA Today, Bloomberg Television, ABC News, NBC News, and CNBC.

Prior to joining Wells Fargo, he developed economic strategies to trade in global financial and commodity futures markets for Eclipse Capital Management. In previous positions, Mr. Christopher supplied international economic perspectives for Wells Fargo Advisors predecessor A.G. Edwards, and advised institutional clients of Istanbul-based Global Securities on the oil-based economies of the Caucasus and Central Asia. He has consulted with the governments of Hong Kong, Egypt, Russia, Kazakhstan, and the Kyrgyz Republic on monetary policy issues. 

Mr. Christopher received a Bachelor of Arts in Economics and Spanish from Saint Louis University, a Master of Arts in Economics from the University of Rochester, and is a CFA charterholder. He is based in St. Louis.

John LaForge, Head of Real Asset Strategy

John LaForge, Head of Retail Asset StrategyJohn LaForge is the head of real asset strategy for Wells Fargo Investment Institute, a wholly-owned subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses.

Mr. LaForge is part of the leadership team that develops recommendations and market commentary for real assets, which includes commodities, real estate investment trusts and master limited partnerships. In his role, he provides commentary and strategy across the commodity spectrum, covering the most widely followed energy, metal, agricultural, and soft groups. Mr. LaForge has been featured in various media outlets including The Wall Street Journal, The New York Times, USA Today, CNBC, and Bloomberg Television. 

Prior to joining Wells Fargo Investment Institute, Mr. LaForge spent seven years at Ned Davis Research as chief commodity strategist. Prior to that, he managed $1.2 billion across seven mutual/hedge funds under multiple client platforms for Phoenix Investment Partners. Mr. LaForge has focused primarily on asset management and investment research during his 23 years of investment experience.

Mr. LaForge earned a Bachelor of Science in Finance and Master of Business Administration from the University of Tampa. He is based in Sarasota, Florida.

Sameer Samana, CFA®, Global Equity and Technical Strategist

Sameer Samana, CFA®, Global Equity and Technical StrategistSameer Samana is a global equity and technical strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

Mr. Samana produces investment advice with a primary focus on equities and technical analysis. Prior to his current position, he served in a variety of roles including senior international strategist, portfolio manager for the equity portion of Compass Exchange-Traded Fund (ETF) portfolios, and fixed income trader. He has more than 15 years of experience in financial services.

He earned a Bachelor of Arts in Business Administration with a concentration in Finance from Rhodes College and is a CFA® charterholder. Mr. Samana is located in St. Louis.

Peter Donisanu, Investment Strategy Analyst

Peter Donisanu, Investment Strategy AnalystPeter Donisanu is an investment strategy analyst for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses.

In his current role, Mr. Donisanu follows international trends in economics and politics and writes about their implications for international financial markets.  His work has been quoted in print media, including outlets such as the Wall Street Journal, the Financial Times, Barron’s and Reuters.  He has also been featured in television and radio interviews on Bloomberg, CNBC, and the Canadian Business News Network.  Mr. Donisanu is also presents his views via speaking engagements to investment professionals.  He has worked in the financial services industry since 2001.

Mr. Donisanu earned a Bachelor of Science in Business from Western Governors University and a Masters of Business Administration with an emphasis in Finance from City University of Seattle. He is located in St. Louis.

Craig Holke, Investment Strategy Analyst

Craig Holke, Investment Strategy AnalystCraig Holke is an investment strategy analyst for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wells Fargo Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

Mr. Holke covers the global investment environment, with specific emphasis on how the global macroeconomic environment affects various asset classes. Prior to his current position, he covered fixed income investments in Global Manager Research and worked in the fixed income department of the Capital Markets Trading group at Wells Fargo Advisors.

Mr. Holke earned a Master in Business Administration from Washington University in St. Louis, and Bachelor of Science in Business Administration from St. Louis University. He is located in St. Louis, Missouri.

Global Equity Strategy

Audrey Kaplan, Head of Global Equity Strategy

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Audrey Kaplan is the head of global equity strategy for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A. In this role, Kaplan leads WFII’s global equity strategy team, which sets investment strategy used by the investment professionals working on behalf of individual and institutional clients through Wells Fargo Wealth and Investment Management business units: Abbot Downing, Wells Fargo Institutional Retirement & Trust, Wells Fargo Advisors, Wells Fargo Asset Management, Wells Fargo Wealth Management and WFII. She also establishes the equity strategy methodology, drives investment thought leadership and communicates equity strategy to internal leaders, investment professionals, and clients, as well as the media.

Kaplan has more than 25 years of global investment industry experience focused on equity research, quantitative analysis and portfolio strategy in global and domestic markets. Prior to joining Wells Fargo, she led the international equities portfolio management and research team at Federated Investors, Inc. Previously, Kaplan led Rochdale Investment Management’s quantitative research group. She also performed hedge fund strategy consulting with BlueCrest Capital Management in London, European quantitative strategy for Merrill Lynch in London, global emerging markets research with Robert Fleming in London, and equity, fixed income and derivatives analysis with Salomon Brothers in Tokyo and New York. 

Kaplan earned a Bachelor of Science degree in computer and systems engineering from Rensselaer Polytechnic Institute and a master’s degree in finance from London Business School. She is based in New York.

Scott Wren, Senior Global Equity Strategist

Scott Wren, Senior Global Equity StrategistScott Wren is a senior global equity strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

Mr. Wren produces strategy and guidance recommendations for global equities. With his knowledge of the financial markets, he is often quoted in national media outlets including Reuters, The Chicago Tribune, The Los Angeles Times, The Washington Post, The Associated Press, and The Wall Street Journal. He has appeared in interviews on Bloomberg Television, the Fox Business Network, and CNBC’s “Nightly Business Report.” Prior to joining Wells Fargo Advisors predecessor A.G. Edwards in 1998, Mr. Wren worked as a senior foreign exchange dealer for The Boatmen’s National Bank of St. Louis. He began his career on the trading floor of the Chicago Mercantile Exchange and has more than 30 years of experience in financial services.

He received a Bachelor of Science in Business Administration from the University of Kansas and a Master of Finance from Saint Louis University. He is located in St. Louis.

Global Asset Allocation

Tracie McMillion, CFA®, Head of Global Asset Allocation Strategy

Tracie McMillion, CFA, Head of Global Asset Allocation StrategyTracie McMillion is the head of global asset allocation strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

In her current role, Ms. McMillion leads the development of global investment strategy. She oversees the creation of asset allocation recommendations and writes economic and market commentary and analysis. Ms. McMillion has been quoted in The Wall Street Journal and Barron’s, on CNBC, and in other financial media outlets.

Ms. McMillion has more than 20 years of experience in financial services. Prior to her current role, she served as an asset allocation strategist and a senior investment research analyst for Wells Fargo and predecessor firms. Earlier in her career, she served as lead portfolio manager for Evergreen Private Asset Management where she managed assets for high-net-worth clients and philanthropic organizations.

Tracie earned a Bachelor of Arts in Economics and a Master of Business Administration from the College of William and Mary in Virginia. She is a CFA® charterholder and member of the CFA North Carolina Society. Ms. McMillion is located in Winston-Salem, North Carolina.

*As of April 18, 2019

Chris Haverland, CFA®, Global Asset Allocation Strategist

Chris Haverland, CFA®, Global Asset Allocation StrategistChris Haverland is a global asset allocation strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

Mr. Haverland is responsible for thought leadership on the economy, financial markets, investment strategy, and asset allocation. He researches timely investment topics and produces market updates, special reports, white papers, podcasts, and webcasts that articulate strategies for clients to help them meet their long-term financial goals. Other responsibilities include developing capital market assumptions and strategic asset allocations, providing tactical advice, conducting asset class research, assisting in portfolio management, writing commentary for investment publications, and providing investment guidance for financial advisors and clients.

Prior to joining Wells Fargo, Mr. Haverland was a portfolio manager, corporate bond analyst and trader at Jefferson Pilot Financial (now part of Lincoln Financial) in Greensboro, North Carolina, where he managed $2.6 billion in fixed income assets. He has 20 years of experience in financial services.

Mr. Haverland earned a Masters of Business Administration from Elon University and a Bachelor of Science in Business Administration from Appalachian State University. He is a CFA® charterholder and is a member of the CFA North Carolina Society. Mr. Haverland is located in Winston-Salem, North Carolina.

Ken Johnson, CFA®, Investment Strategy Analyst

Ken Johnson, CFA®, Investment Strategy AnalystKen Johnson is an investment strategy analyst for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

Mr. Johnson is responsible for analysis of the economy, financial markets, investment strategy, and asset allocation. His work contributes to Wells Fargo Investment Institute investment strategy publications. Prior to his current role, he served as a wealth planner for the Mid-Atlantic region of Wells Fargo Private Bank where he worked with clients to develop custom wealth plans based on a thorough understanding of their personal values, assets, wealth transfer goals, and vision for their legacy. Prior to joining Wells Fargo, Mr. Johnson worked as an investment accounting analyst for Blue Cross Blue Shield of Michigan.

Mr. Johnson earned a Bachelor of Science in Finance from Wayne State University in Detroit, Michigan, and is a CFA® charterholder. He is located in Charlotte, North Carolina.

Michael Taylor, CFA®, Investment Strategy Analyst

Michael Taylor, CFA®, Investment Strategy AnalystMichael Taylor is an investment strategy analyst for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses.

In his current role, Mr. Taylor focuses on global asset allocation strategy and economic and market analysis. His work contributes to Wells Fargo Investment Institute publications. Mr. Taylor has more than 20 years of experience in financial services and has spent the past 16 years at Wells Fargo in various roles within wealth and brokerage.

Mr. Taylor earned a Bachelor of Science in Chemistry from the University of Minnesota Institute of Technology, a Bachelor of Arts in Chinese and a Bachelor of Arts in Russian both from the University of Minnesota College of Liberal Arts, and a Master of Business Administration from the University of Minnesota Carlson School of Management. During his undergraduate and graduate coursework, he studied at Nankai University in Tianjin and Cheung Kong Graduate School of Business in Shanghai. Mr. Taylor is a CFA® charterholder and member of the CFA® Minnesota Society and is based in Houston.

Veronica Willis, Investment Strategy Analyst

Veronica Willis, Investment Strategy AnalystVeronica Willis is an investment strategy analyst for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

In her role, Ms. Willis assists in research and development of asset allocation recommendations and analysis of the economy and financial markets. Prior to her current role, she served as a research analyst for strategy around developed and emerging countries, commodities, and currencies. She began her career at Wells Fargo in 2012 and is an active member of several team member networks including the Wells Fargo New Professionals Network, Women’s Team Member Network, and Black/African American Connection.

Ms. Willis earned a Bachelor of Arts in Mathematics with a concentration in Statistics and a Bachelor of Arts in Spanish with a minor in Economics from Washington University in St. Louis. She is based in St. Louis.

Global Portfolio Management

Mark Litzerman, CFA®, Head of Global Portfolio Management

Mark Litzerman, CFA®, Head of Global Portfolio ManagementMark Litzerman is the head of Global Portfolio Management for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

In his role, Mr. Litzerman is responsible for leading Global Portfolio Management, a centralized investment portfolio management team comprised of nine portfolio managers and analysts. Mr. Litzerman and his team leverage research and guidance from WFII’s Global Investment Strategy, Global Alternative Investments, and Global Manager Research teams to build and advise on WFII’s recommended portfolios. With his knowledge of investment strategy, Mr. Litzerman has been quoted in various media outlets.

Previously, Mr. Litzerman was the co-head of Real Asset Strategy for WFII, and was part of the leadership team that developed strategic and tactical asset allocation recommendations and market commentary for real assets, which includes real estate investment trusts (REITs) and master limited partnerships (MLPs).  He was also responsible for global equities, with specific responsibility for small and mid-cap U.S. stocks. Prior to joining Wells Fargo in 2006, Mr. Litzerman served in a variety of investment strategy positions including director of research and chief investment officer for Hale & Dorr Capital Management, portfolio management team leader for Mellon Private Asset Management, and director of equities for First NH Investment Services. He has more than 3o years of experience in financial services.

Mr. Litzerman earned a Bachelor of Arts in Communications from Purdue University, a Master of Business Administration in Finance from the University of New Hampshire, and is a CFA® charterholder. He is based in Charlotte, North Carolina.

*As of April 17, 2019

Global Manager Research

Gregory T. Maddox, Head of Global Manager Research

Gregory T. Maddox, Head of Global Manager ResearchGreg Maddox is the head of Global Manager Research (GMR), a division of Wells Fargo Investment Institute. Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank N.A., is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. In this role, Mr. Maddox is responsible for managing a global team of investment professionals charged with screening, selecting, and overseeing the money managers used throughout Wells Fargo Advisors, Wells Fargo’s Private Bank, Abbot Downing, and Wells Fargo’s Institutional Retirement and Trust division.

Mr. Maddox’s team is responsible for overseeing approximately $500 billion in assets.  In addition to serving on WFII’s Operating Committee, Mr. Maddox also chairs WFII’s Due Diligence Committee and is a voting member on WFII’s Global Investment Strategy and Investment Risk Committees.  Previously, Mr. Maddox was the Head of Manager Research for Wells Fargo’s Private Bank where, in addition to manager selection, he was also responsible for the management and delivery of Wells Fargo’s “Guided Portfolios”, a series of 28 taxable and tax sensitive investment models used nationwide throughout Wells Fargo’s Private Bank.

Over the course of his career, Mr. Maddox has helped to create and distribute over a dozen different mutual fund, variable annuity, and hedge fund products for organizations such as banks, insurance companies and independent investment advisors and has served as the Chief Accounting Officer, Treasurer, Vice President and President of many of these funds.

Mr. Maddox holds a BBA in Finance from Kent State University and is past President of Hamilton Families, a homeless shelter dedicated to serving families in the San Francisco Bay Area.  He is located in San Francisco, California.

Global Fixed Income Strategy

Brian Rehling CFA®, Co-Head of Global Fixed Income Strategy

Brian Rehling, CFA, Co-Head of Global Fixed Income StrategyBrian Rehling is the co-head of global fixed-income strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

In his role, Mr. Rehling focuses on global fixed-income asset allocation, strategy guidance, and the interest rate outlook. He maintains a strong connection to the more than 15,000 Wells Fargo Advisors, Wells Fargo Private Bank, and Abbot Downing advisors through in-depth bond market publications and speaking engagements for a wide range of retail and institutional clients. Mr. Rehling is frequently quoted in national media outlets including The Wall Street Journal, The New York Times, Barron’s, Bloomberg Television, Fox Business Network, CNBC, CNN Money, and MarketWatch.

Mr. Rehling has extensive investment strategy experience and has spent more than 17 years in leadership roles at Wells Fargo Advisors and predecessor firms working with retail, high-net-worth, ultra-high-net-worth, and institutional clients. He earned a Bachelor of Science in Business Administration with a focus in Finance from the University of Missouri and is a CFA® charterholder. Mr. Rehling is based in St. Louis.

George Rusnak, CFA®, Co-Head of Global Fixed Income Strategy

George Rusnack, CFA, Co-Head of Global Fixed Income StrategyGeorge E. Rusnak is the co-head of global fixed-income strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $1.8 trillion* in assets under administration.

Mr. Rusnak develops fixed-income investment strategy and guidance as part of the overall investment allocation recommendations for Wells Fargo Investment Institute and leads the fixed-income strategies team that delivers custom fixed-income solutions for high-net-worth individuals and smaller institutions. Mr. Rusnak has approximately 50 individuals on his team including fixed-income investment managers, research analysts, traders, risk, and marketing professionals. Prior to his current role, Mr. Rusnak held leadership positions at Evergreen Financial, BlackRock, and Merrill Lynch. He has more than 25 years of experience in financial services.

Mr. Rusnak earned a Bachelor of Arts in Economics and a Master of Business Administration in Finance from Rutgers College. He is a CFA® charterholder and serves as a member of the Rutgers Financial Advisory Board. Mr. Rusnak is based in Princeton, New Jersey.  

*As of March 31, 2018

Peter Wilson, Global Fixed Income Strategist

Peter Wilson, Global Fixed Income StrategistPeter Wilson is a global fixed-income strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement & Trust, and Abbot Downing businesses.

Mr. Wilson researches and analyzes economic and market trends to develop investment recommendations. He contributes to Wells Fargo Investment Institute publications including market updates, white papers, and special reports. Prior to joining Wells Fargo in 2012, Mr. Wilson worked for Nomura International Limited and Mitsubishi Securities in a variety of roles including multi-currency strategist and bond salesman. He has more than 25 years of experience in financial services.

Mr. Wilson earned a Bachelor of Arts in Modern Languages and a Master of Philosophy in Latin-American Studies (Politics and Economics) from St. Peter’s College, Oxford. He is based in London.

Global Alternative Investments 

Adam Taback, Head of Global Alternative Investments

Adam Taback, Head of Global Alternative Investments, Wells Fargo Investment InstituteAdam I. Taback is the head of Global Alternative Investments (GAI), a division of Wells Fargo Investment Institute. Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.  Mr. Taback leads the GAI team that manages proprietary and non-proprietary alternative investment products and services—including option strategies, hedge funds, managed futures, commodities, private equity, and private real estate offerings—that complement traditional investment portfolios. In his current role, Mr. Taback serves as the president and chairman of the boards of trustees/managers for the GAI Registered Funds and the president and director of Global Alternative Investment Services, Inc.  Previously, he was the director and president of A.G. Edwards Capital, Inc. 

In addition to serving as head of GAI, Mr. Taback serves as the deputy chief investment officer for Wells Fargo Private Bank. In this capacity, he oversees the Portfolio Services Group, which manages client investment portfolios in excess of $30 billion, the Managed Disciplined Strategies Group responsible for portfolio overlay management and implementation, and the Equity Optimization Team that manages after-tax overlay management and equity portfolio transition accounts for high-net-worth clients. Mr. Taback also manages the teams responsible for all desktop tools and applications used by The Private Bank investment professionals, data analytics, and performance reporting and attribution.

Mr. Taback has been with Wells Fargo & Company and predecessor organizations since 1996 where he has served as a founding member of, reorganized and restructured, and led the growth of various businesses units. His various leadership roles have included serving as president of Wells Fargo Alternative Asset Management, LLC; president of Alternative Strategies Group, Inc.; head of the Product Development and Product Management Groups for the Asset and Wealth Management Division of Wachovia Bank; and head of the Retail Separate Account, Variable Annuity, and 529 businesses for the Asset Management division of Wells Fargo. Prior to joining Wells Fargo & Company, Mr. Taback served in various finance and investment roles with Blockbuster Entertainment (Viacom) supporting their music and Latin American divisions, and spent time working for Raymond James & Associates as a financial advisor.

Mr. Taback holds a Bachelor of Arts in Political Science from Syracuse University and a Master of Science in Accounting from Nova Southeastern University. He is located in Charlotte, North Carolina.

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