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Stephen Wehr

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Stephen Wehr

Account Planner | Wells Fargo Private Bank

Minnesota, Wayzata, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Stephen Wehr

Work Experience

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Executive Director, Senior Private Wealth Portfolio Manager at

Wells Fargo Private Bank

March 2015 - Present

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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

mail

************@wellsfargo.com

************@usbank.com

Colleagues

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Sally Fusco

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Julie Wolf

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Gina Sinon

Attorney

Glenn Caldwell

Vice President, Wealth Management Advisor

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Annie Xu

Assistant Vice President / Loan Portfolio Officer

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