Mark Litzerman, CFA®Head of Global Portfolio Management
Wells Fargo Investment Institute
Wells Fargo & Company
Mark Litzerman is the head of Global Portfolio Management 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 Abbot Downing businesses, accounting for more than $1.8 trillion* in assets under administration.
In his role, Mr. Litzerman is responsible for leading Global Portfolio Management, a centralized investment portfolio management team comprised of nine portfolio managers and analysts. Mr. Litzerman and his team leverage research and guidance from WFII’s Global Investment Strategy, Global Alternative Investments, and Global Manager Research teams to build and advise on WFII’s recommended portfolios. With his knowledge of investment strategy, Mr. Litzerman has been quoted in various media outlets.
Previously, Mr. Litzerman was the co-head of Real Asset Strategy for WFII, and was part of the leadership team that developed strategic and tactical asset allocation recommendations and market commentary for real assets, which includes real estate investment trusts (REITs) and master limited partnerships (MLPs). He was also responsible for global equities, with specific responsibility for small and mid-cap U.S. stocks. Prior to joining Wells Fargo in 2006, Mr. Litzerman served in a variety of investment strategy positions including director of research and chief investment officer for Hale & Dorr Capital Management, portfolio management team leader for Mellon Private Asset Management, and director of equities for First NH Investment Services. He has more than 3o years of experience in financial services.
Mr. Litzerman earned a Bachelor of Arts in Communications from Purdue University, a Master of Business Administration in Finance from the University of New Hampshire, and is a CFA® charterholder. He is based in Charlotte, North Carolina.
*As of March 31, 2017
Global Portfolio Management (GPM) is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment advisor 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.
Abbot Downing and the Private Bank provide products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Institutional Retirement & Trust is a business unit of Wells Fargo Bank, N.A. Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
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.
© 2017 Wells Fargo Investment Institute. All rights reserved.
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