Director of Business Strategy
Wells Fargo Investment Institute
Wells Fargo & Company
Rob Coltrin is the director of business strategy for Global Alternative Investments (GAI), a division of Wells Fargo Investment Institute. GAI manages proprietary and non‐proprietary alternative investment products and services—including private equity, private debt, private real estate hedge funds, managed futures and option strategies offerings—that can complement traditional investment portfolios.
In his current role, Mr. Coltrin focuses on GAI business strategy and management. He joined Wells Fargo & Company in 1998. Prior to his current role, Mr. Coltrin held various positions within Wells Fargo, including business management and product development roles for alternative investments, separate accounts, and mutual funds. He has more than 21 years of experience in financial services.
Mr. Coltrin earned a Bachelor of Arts in Finance from the University of North Carolina at Wilmington and holds Series 7, Series 24, and Series 63 securities registrations. He is located in Charlotte, North Carolina.
Options involve risk and are not appropriate for all investors. Before opening an option position, a person must receive a copy of “Characteristics and Risks of Standardized Options.” This document is available from your financial advisor or the Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, Illinois 60606. Please read it carefully before investing.
Option Strategies are provided by the Option Strategies Group (OSG). OSG is a group within Global Alternative Investments. Global Alternative Investments (GAI) is a division of Wells Fargo Investment Institute (WFII). WFII is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank N.A., a bank affiliate of Wells Fargo & Company. Global Alternative Investment Services, Inc. is a registered broker-dealer that acts as placement agent for certain funds and provides wholesaling support services to GAI.
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.