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.