Global Portfolio Management – Managing Director, Team Leader
Wells Fargo Investment Institute
Wells Fargo & Company
Andy Valerie is a senior global portfolio manager 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 Wealth & Investment Management (WIM). WIM is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
In his role, Andy is responsible for leading a team of global portfolio managers managing a centralized model portfolio program within Global Portfolio Management (GPM). Andy and his team leverage research and guidance from WFII’s Global Investment Strategy, Global Alternative Investments, and Global Manager Research teams to build and manage WFII’s model portfolios.
Andy has worked for Wells Fargo since March 2010, having joined Wealth Management as a senior investment strategist in Wells Fargo Private Bank, where he worked with high-net-worth clients to create asset allocation strategies and build portfolios to help meet clients’ investment objectives.
Prior to joining Wells Fargo, Andy served in a variety of investment positions including chief investment officer at Morse Capital Partners, a multi-family Registered Investment Advisory firm based in Richmond; chief investment officer of Dynamic Energy Capital, a start-up fund of hedge funds focused on the Alternative Energy sector; chief investment strategist, senior vice president for LPL Financial; and equity strategist, vice president, for First Union Securities. He began his career in finance with Lehman Brothers and Merrill Lynch in New York City.
Andy earned his M.B.A. with a concentration in finance and undergraduate finance degree from Virginia Commonwealth University. He has studied at the European Institute of Finance at the University of Wales and at University College of Dublin in Ireland. Andy has been awarded the Certified Hedge Fund Professional (CHP) designation by The Hedge Fund Group. He is located in Richmond, Virginia.
Global Portfolio Management, Global Investment Strategy, Global Alternative Investments, and Global Manager Research are divisions of Wells Fargo Investment Institute, Inc. (WFII). Wells Fargo Investment Institute, Inc., is a registered investment advisor and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. 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.
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority, but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S.-based financial services account(s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions or communications made with 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.