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 Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, 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.
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, a Wells Fargo business, offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is 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 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.