Wells Fargo Asset Management (WFAM) announced today that Joseph Wong has joined the firm as a Senior Solutions Manager, based in San Francisco.
In this role, Joseph focuses on designing and implementing outcome-oriented investment portfolios as part of WFAM’s Multi-Asset Solutions team, reporting to Jonathan Hobbs, head of U.S. Portfolio Solutions. Hobbs joined WFAM in 2017 from BlackRock, where he led the client solutions office in San Francisco and was co-head of Liability Driven Investment (LDI) in North America.
“We are excited to welcome Joseph to Wells Fargo Asset Management,” said Nico Marais, president of WFAM and head of Multi-Asset Solutions. “With his long track record in multi-asset portfolio management, asset allocation, and risk modeling, Joseph will be a strong asset in our mission to provide clients with tailored solutions to meet their unique needs.”
Joseph joins WFAM from Ameriprise Financial, where he served as a Director on the Asset Allocation team. At Ameriprise, he led an effort to build and evolve a series of asset allocation models emphasizing risk, time, and tax considerations. Prior to that he led the investment consulting team covering the Private Wealth and Asset Manager channels within the Multi-Asset Portfolio and Investment Consulting at Blackrock. He also held senior roles at Deutsche Asset Management in Australia and New York.
The goal of the Multi-Asset Solutions team is to help investors increase, protect, and generate income from capital. Backed by the complete range of WFAM’s global investment capabilities – including leading active management and factor-based investing strategies – the Multi-Asset Solutions team focuses on product development and research to offer future-focused solutions across asset classes, geographies, and investment products. These products incorporate traditional balanced, target date, global tactical allocation, global income, absolute return, alternative risk premia, and inflation-sensitive strategies.
Wells Fargo Asset Management (WFAM) announced today that Joseph Wong has joined the firm as a SeniorSolutions Manager, based in San Francisco.
In this role, Joseph focuses on designing and implementing outcome-oriented investment portfolios as part of WFAM’s Multi-Asset Solutions team, reporting to Jonathan Hobbs, head of U.S. Portfolio Solutions. Hobbs joined WFAM in 2017 fromBlackRock, where he led the client solutions office in San Francisco and was co-head of Liability Driven Investment (LDI) in NorthAmerica.
“We are excited to welcome Joseph to Wells Fargo Asset Management,” said Nico Marais, president of WFAM and head of Multi-Asset Solutions. “With his long track record in multi-asset portfolio management, asset allocation, and risk modeling, Joseph willbe a strong asset in our mission to provide clients with tailored solutions to meet their unique needs.”
Joseph joins WFAM from Ameriprise Financial, where he served as a Director on the Asset Allocation team. At Ameriprise, he ledan effort to build and evolve a series of asset allocation models emphasizing risk, time, and tax considerations. Prior to that heled the investment consulting team covering the Private Wealth and Asset Manager channels within the Multi-Asset Portfolio andInvestment Consulting at Blackrock. He also held senior roles at Deutsche Asset Management in Australia and New York.
The goal of the Multi-Asset Solutions team is to help investors increase, protect, and generate income from capital. Backed by the complete range of WFAM’s global investment capabilities – including leading active management and factor-based investingstrategies – the Multi-Asset Solutions team focuses on product development and research to offer future-focused solutionsacross asset classes, geographies, and investment products. These products incorporate traditional balanced, target date, global tactical allocation, global income, absolute return, alternative risk premia, and inflation-sensitive strategies.