Adam I. Taback

Adam I. Taback

Head of Global Alternative Investments, Wells Fargo Investment Institute

Deputy Investment Officer, Wells Fargo Private Bank

Wells Fargo & Company

Adam 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.

Options involve risk and are not suitable for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options.” This document is available from your financial advisor or the Options Clearing Corporation, One North Wacker Drive, Suite 500, Chicago, Illinois 60606. Please read it carefully before investing.

Option Strategies are provided by the Options Strategy Group (OSG). OSG is a group within Global Alternative Investments. Global Alternative Investments (GAI) is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment advisor and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. Global Alternative Investment Services, Inc. is a registered broker-dealer that acts as placement agent for certain funds and provides wholesaling support services to GAI.

Wells Fargo Private Bank is a division of Wells Fargo Bank N.A. Wells Fargo Private Bank provides products and services through various affiliates and subsidiaries of Wells Fargo & Company.

Wachovia Corporation was a predecessor company of Wells Fargo & Company. A.G. Edwards was a predecessor company of Wells Fargo Advisors.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

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