Sameer Samana

Head-Equity Investments at

Wells Fargo Investment Institute, Inc.

Consumer Services

Finance

Profile

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.

Sameer Samana active positions

Companies	Position	Start
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

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Private companies	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

Private companies