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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 20 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. 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, 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. Concurrent with this role, Mr. Sigmund also serves as director of the Advisory Services Group of Wells Fargo Advisors and he was director of securities research at Wells Fargo Advisors predecessor firm A.G. Edwards. 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 holds the following securities licenses: 7, 16, 66, 24, 86, 87 and he is a Securities Principal. He is located in St. Louis.  

Global Investment Strategy

Paul Christopher, CFA®, Head of Global Market Strategy

Paul Christopher, CFA, Head Global Market StrategistPaul 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 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 $1.9 trillion* in assets under administration. 

Mr. LaForge is part of the leadership team that develops strategic and tactical asset allocation recommendations and market commentary for real assets, which includes real estate investment trusts (REITs) and master limited partnerships (MLPs) as well as global equities. 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.  

*As of March 31, 2018

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, and Abbot Downing businesses, accounting for more than $1.9 trillion* in assets under administration.

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 March 31, 2018

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, and Abbot Downing businesses, accounting for more than $1.9 trillion* in client assets.

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. 

*As of March 31, 2018

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

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.

Global Manager Research

Gregory 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, 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. 

Mr. Maddox leads the GMR team, which is comprised of highly experienced investment research professionals located around the globe who select and oversee the third-party money managers used throughout 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. Mr. Maddox also chairs Wells Fargo’s Due Diligence Committee.

Mr. Maddox previously oversaw the management and delivery of Wells Fargo’s “Guided Portfolios,” a series of 28 taxable and tax-sensitive investment models used nationwide by Wells Fargo Private Bank. Over the course of his career, Mr. Maddox has helped create and distribute more than a dozen different mutual fund, variable annuity, and hedge fund complexes for 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 Bachelor of Business Administration in Finance from Kent State University. He currently serves as the president of the board of the Hamilton Family Center, a homeless shelter serving families in San Francisco. He lives with his wife and their two children in Marin County, California, where they enjoy hiking and biking.

Global Portfolio Management

Mark Litzerman, CFA®, Head of Global Portfolio Management

Mark Litzerman, 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, and Abbot Downing businesses, accounting for more than $1.9 trillion* in assets under administration.

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 March 31, 2018

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