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Stephen Wehr
Stephen Wehr
Account Planner | Wells Fargo Private Bank
Minnesota, Wayzata, United States
Stephen Wehr
Summary
Stephen Wehr is a seasoned Executive Director and Senior Private Wealth Portfolio Manager with extensive experience in investment management and federal government sectors. He has a unique approach to wealth management, viewing himself as an 'Investment Portfolio Craftsman,' dedicated to understanding client needs and evolving market opportunities. With a strong educational background, including degrees from prestigious institutions, he combines strategic design with execution to deliver tailored investment solutions. His leadership experience spans multiple roles in reputable financial institutions, enhancing his skills in management and client relations. Fluent in French and Italian, Stephen brings a global perspective to his practice. He is passionate about continuous learning and adapting to new investment landscapes.
Stephen Wehr
Work Experience
Executive Director, Senior Private Wealth Portfolio Manager at
Wells Fargo Private Bank
March 2015 - Present
Stephen Wehr
Education
Wake Forest University, B.A., Magna Cum Laude
Holy Cross Greek Orthodox School of Theology, Certificate
Princeton Theological Seminary, M.Div.
University of Virginia, M.A.
Frequently Asked Questions about Stephen Wehr
What is Stephen Wehr email address?
Stephen Wehr's primary email address is ************@wellsfargo.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Stephen Wehr work for?
Stephen Wehr is a Account Planner at Wells Fargo Private Bank.
Where Stephen Wehr graduated from?
Stephen Wehr holds a degree in null from Wake Forest University.
How can I directly contact Stephen Wehr?
To contact Stephen Wehr directly, you can use the email address ************@wellsfargo.com. Complete contact information is available upon registration with Muraena.
Who is Stephen Wehr?
Stephen Wehr is a seasoned Executive Director and Senior Private Wealth Portfolio Manager with extensive experience in investment management and federal government sectors. He has a unique approach to wealth management, viewing himself as an 'Investment Portfolio Craftsman,' dedicated to understanding client needs and evolving market opportunities. With a strong educational background, including degrees from prestigious institutions, he combines strategic design with execution to deliver tailored investment solutions. His leadership experience spans multiple roles in reputable financial institutions, enhancing his skills in management and client relations. Fluent in French and Italian, Stephen brings a global perspective to his practice. He is passionate about continuous learning and adapting to new investment landscapes.
Stephen`s contact details
************@wellsfargo.com
************@usbank.com
Colleagues
Brokerage Representative/Money Market Trader
Advisor
National Sales Director- Mgd Accounts
Senior Vice President
Associate
Senior Trust Advisor- Senior Vice President
Attorney
Attorney
Vice President, Wealth Management Advisor
Assistant Vice President / Loan Portfolio Officer