Greg Sigmund, CFA
Head of Investments and Operations
Wells Fargo Investment Institute
Wells Fargo & Company
Greg Sigmund is the Head of Investments and Operations 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 clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Trust, Abbot Downing and Wells Fargo Asset Management businesses.
Mr. Sigmund is responsible for the investment functions and for managing the business and operational aspects of WFII. Previously, Mr. Sigmund served as Head of the Advisory Services Group of Wells Fargo Advisors, which provided portfolio management, research and investment guidance to 15,000 Financial Advisors and was Chairman of the firm’s Investment Policy Committee. He also served as the Head of Securities Research at Wells Fargo Advisors predecessor firm, A.G. Edwards. In this capacity, Mr. Sigmund was responsible for an investment research team of over 200 analysts, covering over 1,000 individual securities. As an equity research analyst, his research coverage responsibility included real estate investment trusts (REITs), electric utilities, and household-product companies. He has more than 34 years of experience in financial services.
Mr. Sigmund received a Bachelor of Science in Finance and Masters of Business Administration from Saint Louis University and is a CFA® charterholder. Mr. Sigmund is based in St. Louis.