Greg Sigmund, CFA
Chief Operating Officer
Head of Investment Strategy & Research and Business Support
Wells Fargo Investment Institute
Wells Fargo & Company
Greg Sigmund is the Chief Operating Officer and head of Investment Strategy & Research and Business Support 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 & Investment Management (WIM), a division of Wells Fargo & Company.
Greg is responsible for market strategy, asset allocation, manager and securities research, portfolio management, and managing the business and operations aspects of WFII. Greg is currently a member of WFII's Board of Directors, co-chair of the Global Investment Strategy Committee, and a member of various other investment and investment risk committees.
Previously, Greg 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, he was chair of the firm’s Investment Policy Committee. He also served as Head of Securities Research at Wells Fargo Advisors’ predecessor firm, A.G. Edwards, and served as a member of the brokerage board of directors. He has more than 39 years of experience in financial services.
Greg earned a Bachelor of Science in Finance and Masters of Business Administration from Saint Louis University and is a CFA® charterholder. Greg is based in St. Louis.
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 & 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.
The Private Bank is an experience level for qualifying clients of WIM. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
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.