Audrey Kaplan

Head of Global Equity Strategy

Wells Fargo Investment Institute

Wells Fargo & Company

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.

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.

Abbot Downing and Wells Fargo Wealth Management provide products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.

Wells Fargo Institutional Retirement & Trust is a business unit of Wells Fargo Bank, N.A.

Wells Fargo Wealth and Investment Management, a division within the Wells Fargo & Company enterprise, provides financial products and services through 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 Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company.

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.