Bringing you live news and features since 2006 

Wells Fargo appoints Head of Wells Fargo Private Wealth Management

RELATED TOPICS​

Wells Fargo & Company has appointed Julia Wellborn as head of Private Wealth Management, a division of Wealth & Investment Management (WIM). In this new role, Wellborn will lead The Private Bank and Abbot Downing.

Wellborn has more than 25 years of experience in the financial services industry, most recently as head of wealth management at Comerica Bank, which she joined in 2009. Previously, she held strategic roles in wealth management as well as commercial, corporate and retail banking. Before joining Comerica, she was president of the North Texas Region for Wells Fargo predecessor bank Wachovia Corporation.

“The Private Bank and Abbot Downing are strategically important to WIM and offer tremendous opportunity for long-term growth as we continue to draw on the many strengths and deep client base of Wells Fargo,” says Jonathan Weiss, head of WIM. “Bringing these teams under Julia’s leadership will allow them to collaborate more closely and result in the best service and offerings for our clients.”

Wellborn, who currently is based in Dallas, will relocate to New York City in the future. She is expected to join Wells Fargo on 30 August.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by