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Wells Fargo appoints Chief Investment Officer for private wealth management


Wells Fargo veteran Adam Taback has been named chief investment officer for Wells Fargo Private Wealth Management, part of the company’s Wealth & Investment Management business.

As chief investment officer, Taback will oversee the full investment platform of Wells Fargo Private Bank and Abbot Downing — which includes the product platform and investment capabilities across all asset groups, investment policy and oversight, portfolio management, and securities trading. He also will be responsible for overseeing investment management in the field and providing regulatory oversight for the group’s investment management business.

“Adam’s deep investment acumen, together with his extensive industry relationships and his care for our clients, make him incredibly well suited for this role,” says Julia Wellborn, head of Wells Fargo Private Wealth Management. “Having an industry veteran of Adam’s caliber and experience in this role puts us in a great position to continue meeting the needs of our high- and ultra-high-net-worth clients.”

Taback most recently served in a dual role as head of global alternative investment strategy for Wells Fargo Investment Institute and deputy chief investment officer for Wells Fargo Private Bank. He also was president and director of Global Alternative Investment Services Inc. In his 23 years with Wells Fargo, Taback has had leadership roles in Wells Fargo Alternative Asset Management; Alternative Strategies Group; AG Edwards Capital; Asset and Wealth Management division of Wachovia Bank; and the Asset Management division of Wachovia Bank.

Taback received a bachelor’s degree in political science from Syracuse University and a master’s degree in accounting from Nova Southeastern University. He is based in Charlotte, North Carolina.

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