Chris Haverland, CFA
Global Equity Strategist
Wells Fargo Investment Institute
Wells Fargo & Company
Chris Haverland is a global equity strategist 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. WFII serves Wells Fargo Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank and Wells Fargo Advisors businesses.
Mr. Haverland is responsible for thought leadership on the economy, financial markets, investment strategy, and asset allocation. He develops equity strategy, researches timely investment topics, and produces market updates that deliver advice to help investors meet their long-term financial goals.
Mr. Haverland also has been involved in developing capital market assumptions and strategic asset allocations, providing tactical advice, and assisting in portfolio management. He is a member of the Global Investment Strategy Committee and the Equity Strategy Team.
Prior to joining Wells Fargo, Mr. Haverland was a portfolio manager, corporate bond analyst, and trader at Jefferson Pilot Financial (now part of Lincoln Financial), where he managed $2.6 billion in fixed-income assets. He has more than 25 years of financial services experience.
Mr. Haverland earned a Master of Business Administration from Elon University and a Bachelor of Science in Business Administration from Appalachian State University. He is a CFA® charterholder and is a member of the CFA North Carolina Society. Mr. Haverland is located in Winston-Salem, North Carolina.
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 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 Private Bank offers 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.