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Sameer Samana
Head-Equity Investments chez
Wells Fargo Investment Institute, Inc.
Profil
Mr. Sameer S.
Samana, CFA, is a Head of Global Equities & Real Assets at Wells Fargo Investment Institute, Inc. He produces investment advice with a primary focus on tactical asset allocation, equities and technical analysis.
Prior to his current position, he served in a variety of roles including senior international strategist, portfolio manager for the equity portion of Compass Exchange-Traded Fund (ETF) portfolios, and fixed income trader.
He has over 21 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.
Postes actifs de Sameer Samana
| Sociétés | Poste | Début |
|---|---|---|
Wells Fargo Investment Institute, Inc.
 Wells Fargo Investment Institute, Inc. Investment ManagersFinance WFII operates through three separate divisions: Global Manager Research (GMR), the Global Investment Strategy (GIS), and the Global Portfolio Management (GPM). GMR utilizes established and documented investment research processes to complete comprehensive and ongoing research of investment managers for use with the line of business client accounts. GIS provides asset class targets and strategies developed in a manner consistent with their macro-economic outlook. GPM receives advice from the GMR and GIS investment research divisions of WFII to recommend products utilized for the models and to allocate model portfolios according to the asset allocation strategies promulgated by WFII. | Head-Equity Investments | 01/01/2025 |
Formation de Sameer Samana
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Rhodes College
 Rhodes College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. Investment ManagersFinance WFII operates through three separate divisions: Global Manager Research (GMR), the Global Investment Strategy (GIS), and the Global Portfolio Management (GPM). GMR utilizes established and documented investment research processes to complete comprehensive and ongoing research of investment managers for use with the line of business client accounts. GIS provides asset class targets and strategies developed in a manner consistent with their macro-economic outlook. GPM receives advice from the GMR and GIS investment research divisions of WFII to recommend products utilized for the models and to allocate model portfolios according to the asset allocation strategies promulgated by WFII. | Finance |
