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- 晨星评级:
- 总资产: 226.2M
Wells Fargo WealthBuilder Equity
22.29
+0.18
+0.81%
WEACX概述
本页面提供Allspring Spectrum Aggressive Growth Fund Class C的详细介绍，帮助您了解WEACX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
电话
1-833-568-4255
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Petros N. Bocray | Portfolio Manager | 2022 | now |
| 背景介紹 | Petros Bocray is a portfolio manager for the Systematic Edge team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, Petros worked with the Quantitative Strategies group at WFAM. Before that, he served as a portfolio manager for Wells Fargo's Wealth Management Group. He began his investment industry career in 2000. Petros earned a bachelor's degree in economics from the College of Charleston. He has earned the right to use the Chartered Financial Analyst® (CFA®) and FRM designations and is a member of CFA Institute and CFA Society Minnesota. | ||
| Travis L. Keshemberg | Senior Portfolio Manager | 2018 | now |
| 背景介紹 | Travis Keshemberg is a senior portfolio manager for the Systematic Edge Multi-Asset team at Allspring Global Investments. In this capacity, he researches, develops, manages, and implements multi-asset investment solutions for Allspring's institutional clients. Travis joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Wells Fargo Funds Management, where he served as director of research, overlay portfolio manager, and equity investment analyst manager. Before that, Travis worked as an investment consultant for Northwestern Mutual Wealth Management Company and as director of research at Cleary Gull Inc. He began his investment industry career in 1994. Travis earned a bachelor's degree in finance and a master's degree in applied economics from Marquette University and a master's degree in finance from the University of Wisconsin, Milwaukee. He has earned the right to use the Chartered Financial Analyst® (CFA®), CIPM, and FRM designations and is a member of CFA Society Milwaukee. | ||
| Kandarp R. Acharya | Senior Portfolio Manager | 2013 | now |
| 背景介紹 | Kandarp Acharya is a senior portfolio manager for the Systematic Edge team at Allspring Global Investments. In this role, he develops, implements, and manages multi-asset investment solutions for Allspring’s institutional clients. Kandarp joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to WFAM, Kandarp served as director of the Advanced Analytics and Quantitative Research Group and sat on the Manager Selection Committee. Earlier, he served in various capacities at Strong Capital Management, including overlay portfolio management, risk management, and fixed income research. Kandarp earned a bachelor’s degree in electronics engineering from the Maharaja Sayajirao University in India, a master’s degree in electrical and computer engineering from Marquette University, and a master’s degree in business administration from the University of Chicago. Kandarp has earned the right to use the Chartered Financial Analyst® (CFA®) and FRM designations. | ||
| Christian L. Chan | CIO (Chief Investment Officer) | 2013 | 2022 |
| 背景介紹 | Mr. Chan is a Senior Vice President and serves as Chief Investment Officer of AssetMark. Prior to becoming AssetMark’s CIO in 2022, Mr. Chan was a Managing Director and Head of US Portfolio Management for Allspring Global Investment’s Multi-Asset Solutions team, where he managed several multi-asset mutual funds and institutional accounts from 2021 to 2022. Previously, he was Head of Investments for Wells Fargo Funds Management Group from 2002 to 2021. Mr. Chan joined Wells Capital Management in 2013, where he served as a Senior Portfolio Manager. Prior to joining Wells Capital Management, Mr. Chan was a Portfolio Manager at Wells Fargo Funds Management, LLC, where he managed several of the firm's asset allocation mutual funds and also served as the firm's Head of Investments. Chan has served as a member of Wells Fargo Funds Management's asset allocation team and investment team since 2002. Previously, he served as a director in the Investments Department at mPower Advisors, LLC from 1999 to 2001. Chan holds the Chartered Financial Analyst designation. | ||
| Petros N. Bocray | Portfolio Manager | 2016 | 2018 |
| 背景介紹 | Petros Bocray is a portfolio manager for the Systematic Edge team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, Petros worked with the Quantitative Strategies group at WFAM. Before that, he served as a portfolio manager for Wells Fargo's Wealth Management Group. He began his investment industry career in 2000. Petros earned a bachelor's degree in economics from the College of Charleston. He has earned the right to use the Chartered Financial Analyst® (CFA®) and FRM designations and is a member of CFA Institute and CFA Society Minnesota. | ||
| Petros N. Bocray | Portfolio Manager | 2009 | 2013 |
| 背景介紹 | Petros Bocray is a portfolio manager for the Systematic Edge team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, Petros worked with the Quantitative Strategies group at WFAM. Before that, he served as a portfolio manager for Wells Fargo's Wealth Management Group. He began his investment industry career in 2000. Petros earned a bachelor's degree in economics from the College of Charleston. He has earned the right to use the Chartered Financial Analyst® (CFA®) and FRM designations and is a member of CFA Institute and CFA Society Minnesota. | ||
| Doug Beath | Portfolio Manager | 2006 | 2013 |
| 背景介紹 | Mr. Beath is jointly responsible for managing the Growth Balanced Fund and Moderate Balanced Fund, both of which he has managed since 2006. Mr. Beath joined Wells Capital Management in July 2006 as a portfolio manager with the Quantitative Asset Management Team. From 2005 to 2006, Mr. Beath was a senior vice president for SMH Research where he represented several independent investment research firms. Prior to that, from 2000 to 2005, Mr. Beath was senior vice president of research with H.C. Wainwright Economics where he provided consultation services to investment management firms and plan sponsors on macroeconomic issues and asset allocation. Education: B.A., Liberal Arts, University of Michigan; M.B.A., Fordham University. | ||
| Jeffrey P. Mellas | Managing Director | 2003 | 2013 |
| 背景介紹 | Mellas is managing director of quantitative asset management and portfolio manager for Wells Capital Management, his employer since 2003. Prior to joining Wells Capital Management, he was with Alliance Capital Management since 1995, as vice president and global portfolio strategist. He was also the primary spokesperson for Alliance’s domestic and international equity and fixed income strategies. Prior to joining Alliance, he was an associate group manager at Prudential Insurance. | ||
| Galen G. Blomster | Vice President, Director | 1997 | 2010 |
| 背景介紹 | Blomster is vice president and director of research with Wells Capital Management, sub-advisor to Wells Fargo Funds. He is known for developing the Yield Curve Model, which has been featured in leading financial publications. Previously, he was a vice president, director of research and portfolio manager with Norwest Investment Management. Blomster holds the Chartered Financial Analyst designation. | ||
| Amala Thakkar | institutional Product Manager, Portfolio Manager | 1997 | 1999 |
| 背景介紹 | Thakkar is the institutional product manager and portfolio manager with Norwest Investment Management, her employer since 1994. Prior to joining the firm, she was manager of corporate planning with ATE Enterprises in Bombay, India. Thakkar holds the Chartered Financial Analyst designation. | ||
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