About Us Wells Fargo Asset Management

Post on: 7 Июль, 2015 No Comment

Wells Fargo Asset Management strives to help our clients achieve their financial goals through top-tier investment solutions managed by specialized investment teams and backed by superior, collaborative service.

Autonomous investment teams

Our investment approach centers on autonomous investment teams that maintain their own independent research, idea-generation, and decision-making processes. We believe in allowing teams to focus on what they do best—manage money—while supporting them with centralized infrastructure resources, including compliance, technology, and distribution.

Rigorous and extensive risk controls

Our independent investment risk management approach provides a consistent, unbiased framework for analyzing and balancing risk in portfolios. Portfolio management teams benefit from multiple layers of oversight, which range from specific portfolio guidelines to meet both client needs and legal parameters; attention to risk controls at the portfolio management level; and firm-level oversight.

Solutions for clients

In bringing together broad-based business perspectives, our senior leaders create value for our business partners, clients, and fund shareholders.

Executive management team

Michael J. Niedermeyer, CFA

Executive Vice President, Wells Fargo & Company

Chief Executive Officer, Wells Fargo Asset Management

Mike Niedermeyer joined Wells Fargo Private Bank’s Asset Management Division in 1987 as a fixed-income portfolio manager. Prior to joining Wells Fargo, Mr. Niedermeyer was a portfolio manager at U.S. National Bank of Oregon, where he was responsible for the bank’s bond portfolio and managed the municipal trading and underwriting department.

In 1994, he was named chief fixed-income officer and group head of Wells Capital Management. In 1998, Mr. Niedermeyer was named group head of Wells Fargo’s institutional asset management businesses. Since 1998, Mr. Niedermeyer’s responsibilities at Wells Fargo included the acquisition and integration of the asset management operations of Norwest Investment Management, Montgomery Asset Management, Strong Capital Management, and Evergreen Investments.

Kirk Hartman

President and Chief Investment Officer, Wells Capital Management

As president and chief investment officer of Wells Capital Management, Kirk Hartman oversees all business groups at Wells Capital Management. This oversight includes the management of overall investment risk and investment professionals. Prior to his current role, Mr. Hartman served as the chief investment officer of Wells Capital Management since 2002. A veteran of the investment industry, Mr. Hartman began his career in 1981. Before joining Wells Capital Management, he was managing director of fixed income at Banc of America Capital Management, LLC, where he was responsible for $150 billion in assets under management. Mr. Hartman was also formerly the chief investment officer of the Private Bank at Bank of America. Earlier in his career, Mr. Hartman served as a managing director and co-chief operating officer at Lehman Brothers Global Asset Management. Prior to that, he was president of E. F. Hutton Risk Management Inc. Mr. Hartman earned a bachelor’s degree from Amherst College and a master’s degree from the University of Chicago. He also earned a master’s degree in business administration from the Kellogg School of Management at Northwestern University.

Andrew Owen, CFA

Head of Affiliated Managers, Wells Fargo Asset Management

In his role as head of Affiliated Managers, Mr. Owen oversees a suite of institutional asset management firms affiliated with Wells Fargo offering a variety of specialized investment capabilities. Mr. Owen has been with Wells Fargo since 1992 serving in various roles, including controller, portfolio manager, and head of product and investments. Most recently, he had been executive vice president responsible for marketing, investments, and product development for Wells Fargo Funds Management, LLC, a division of Wells Fargo Asset Management, from 2009 to 2014. Mr. Owen earned a bachelor’s degree from the University of Pennsylvania and a master’s degree in business administration from the University of Michigan. He has earned the right to use the Chartered Financial Analyst ® (CFA ® ) designation and is a member of CFA Institute.

Executive Vice President, Wells Fargo & Company

As president of Wells Fargo Advantage Funds. Karla Rabusch oversees all business groups that support Wells Fargo Advantage Funds. She is also head of Wells Fargo Funds Management, LLC, which offers complementary investment solutions, including Wells Fargo-managed accounts. She began her career at Wells Fargo in 1997 as the chief finance officer for the mutual fund complex. In 2004 and 2009, Ms. Rabusch was named one of the 100 most influential business women in the Bay Area by the San Francisco Business Times .

Distribution leads

Executive Vice President, Wells Fargo & Company

Head of Intermediary Sales, Wells Fargo Asset Management

Wayne Badorf is head of Intermediary Sales for Wells Fargo Asset Management and president of Wells Fargo Funds Distributor, LLC. He is responsible for strategic and leadership initiatives across the organization, as well as the distribution of mutual funds and separately managed accounts (SMAs) through national, regional, and independent broker/dealers; private banks; institutional clients; retirement platforms; and registered investment advisors. Mr. Badorf joined Wells Fargo in 2004 and has more than 20 years of investment management industry experience. He has held various leadership positions and was most recently a national sales manager overseeing the management of all regional directors dedicated to representing the investment lineup, including mutual funds and SMAs.

Head of Institutional Sales, Wells Fargo Asset Management

Amru Khan oversees institutional sales for Wells Fargo Asset Management, which includes both institutional separate accounts and mutual funds. He oversees sales, marketing, and strategic initiatives for the domestic and international institutional markets. Mr. Khan was educated overseas and earned a bachelor’s degree in business administration. He served as a member of the Institutional Investor Institute’s Advisory Board and the American Bankers Association Employee Benefits Services Committee and is a former board member of the Institute of Certified Bankers.

Wells Capital Management, Incorporated

Wells Capital Management is a multi-boutique, institutional asset management firm committed to delivering superior investment service to our clients globally. Independent, focused investment teams actively manage domestic and global equity and fixed-income portfolios for corporations, pension plans, endowments, foundations, public agencies, health care, sovereign organizations, mutual fund companies, insurance companies, and operating funds.

Wells Fargo Advantage Funds

Through the standards of integrity and service established by our parent company, Wells Fargo & Company; the expertise of independent investment teams and rigorous ongoing investment review; and a long-standing commitment to a collaborative level of superior service, Wells Fargo Advantage Funds seeks to skillfully guide institutions, financial advisors, and individuals through the investment terrain to help them reach their financial objectives.

Galliard Capital Management, Incorporated

Galliard Capital Management focuses exclusively on providing fixed-income and stable value investment management services to institutional investors based on the belief that sustainable success stems from remaining faithful to sound, time-tested processes and the principle of defense, while incorporating new ideas and strategies in ever-changing markets.

Golden Capital Management, LLC

Golden Capital Management specializes in fundamentally based, quantitatively executed equity investment strategies for institutional and high-net-worth investors. Disciplined investment strategies that adhere to strict style guidelines are employed.

Wells Fargo (Lux) Worldwide Fund

In an increasingly complex and ever-changing investment environment, we know that the best results for our clients can only be achieved through deep, collaborative partnerships. With expertise in all traditional asset classes, the Wells Fargo (Lux) Worldwide Fund offers investors around the globe a wide range of investment solutions that can be customized to meet their evolving needs.