Bio

Andy Valerie 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 Wells Fargo Wealth & Investment Management (WIM), a division of Wells Fargo & Company. In his role, Andy is responsible for leading a team of global portfolio managers managing a centralized model portfolio program within GPM. Andy and his team leverage research and guidance from WFII’s Global Investment Strategy, Global Alternative Investments, and Global Manager Research teams to build and manage WFII’s model portfolios. Andy has worked for Wells Fargo since March 2010, having joined Wealth Management as a senior investment strategist in Wells Fargo Private Bank, where he worked with high-net-worth clients to create asset allocation strategies and build portfolios to help meet clients’ investment objectives while managing risk. Prior to joining Wells Fargo, Andy served in a variety of investment positions including Chief Investment Officer (CIO) at Morse Capital Partners, a multi-family Registered Investment Advisory firm based in Richmond; CIO of Dynamic Energy Capital, a start-up fund of hedge funds focused on the Alternative Energy sector; chief investment strategist, senior vice president for LPL Financial; and equity strategist, vice president, for First Union Securities. He began his career in finance with Lehman Brothers and Merrill Lynch in New York City. Andy earned his MBA with a concentration in finance and undergraduate finance degree from Virginia Commonwealth University. He has studied at the European Institute of Finance at the University of Wales and at University College of Dublin in Ireland. Andy has been awarded the Certified Hedge Fund Professional (CHP) designation by The Hedge Fund Group. He is located in Richmond, Virginia.