Sameer Samana, CFAGlobal Quantitative Strategist
Wells Fargo Investment Institute
Wells Fargo & Company
Sameer Samana is a global quantitative strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo & Company that is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $1.6 trillion* in assets under administration.
Mr. Samana produces investment advice with a primary focus on tactical asset allocation and client performance. Prior to his current position, he served in a variety of roles including senior international strategist, portfolio manager for the equity portion of Compass ETF portfolios, and fixed income trader. He has more than 15 years of experience in financial services.
He earned a Bachelor of Arts in Business Administration with a concentration in Finance from Rhodes College and is a CFA® charterholder. Mr. Samana is located in St. Louis.
*As of Sept. 30, 2016
Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors, and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wealth and Investment Management is a division of Wells Fargo & Company. Wells Fargo Institutional Retirement & Trust is a business unit of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. Wells Fargo Private Bank and Abbot Downing provide products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
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