Mark Litzerman, CFA®
Senior Equity Strategist
Head of Global Portfolio Management
Wells Fargo Investment Institute
Wells Fargo & Company
Mark Litzerman is the head of Global Portfolio Management (GPM) 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 (WIM), a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, and Abbot Downing businesses.
In his role, Mr. Litzerman leads GPM, a centralized investment portfolio management team comprised of 17 investment professionals. Mr. Litzerman and his team leverage research and guidance from WFII's Global Investment Strategy, Global Alternative Investments, and Global Manager Research teams to develop, build, and manage portfolio solutions for WIM clients. 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 and master limited partnerships. 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 over 30 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.
Global Portfolio Management (GPM), Global Alternative Investments (GAI), Global Manager Research (GMR), and Global Investment Strategy (GIS) are divisions of Wells Fargo Investment Institute, Inc. (WFII).
WFII 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.
Abbot Downing, a Wells Fargo business, 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.