Our Experts

Wells Fargo Investment Institute offers investors timely and easy-to-understand investment strategy, research, and portfolio management to help clients achieve their financial goals.

Leadership

Darrell Cronk, CFA®

Chief Investment Officer
Wealth & Investment Management
Wells Fargo & Company

Greg Sigmund, CFA®

Chief Operating Officer
Head of Investment & Operations
Wells Fargo Investment Institute
Wells Fargo & Company

Paul Christopher, CFA

Head of Global Investment Strategy
Wells Fargo Investment Institute
Wells Fargo & Company

Tracie McMillion, CFA

Head of Global Asset Allocation Strategy
Wells Fargo Investment Institute
Wells Fargo & Company

Brian Rehling, CFA®

Head of Global Fixed Income Strategy, Global Investment Strategy
Wells Fargo Investment Institute
Wells Fargo & Company

Sameer Samana, CFA®

Head of Global Equities and Real Assets
Wells Fargo Investment Institute
Wells Fargo & Company

Scott Wren

Managing Director, Senior Global Market Strategist, Global Investment Strategy
Wells Fargo Investment Institute
Wells Fargo & Company

Gary Schlossberg

Lead Wealth Investment Solutions Analyst, Global Investment Strategy
Wells Fargo Investment Institute
Wells Fargo & Company

Veronica Willis

Global Investment Strategist
Wells Fargo Investment Institute
Wells Fargo & Company

Luis D. Alvarado

Global Fixed Income Strategist, Global Investment Strategy
Wells Fargo Investment Institute
Wells Fargo & Company

Sage Lincoln

Co-Head, Global Manager Research
Wells Fargo Investment Institute
Wells Fargo & Company

Kevin Sullivan, CFA

Co-Head, Global Manager Research
Wells Fargo Investment Institute
Wells Fargo & Company

Michael Behan, CFA®

Head of Global Securities Research
Wells Fargo Investment Institute
Wells Fargo & Company

Andy Valerie

Global Portfolio Management – Head of Global Portfolio Management
Wells Fargo Investment Institute
Wells Fargo & Company

Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Wells Fargo Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Brokerage products and services offered through Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Bank products are offered through Wells Fargo Bank, N.A.