Sameer Samana, CFA
Global Equity and Technical Strategist, Wells Fargo Investment Institute
Sameer Samana is a global equity and technical strategist for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves clients of Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $1.8 trillion* in assets under administration.
Samana produces investment advice with a primary focus on equities and technical analysis. Prior to his current position, he served in a variety of roles including senior international strategist, portfolio manager for the equity portion of Compass ETF portfolios, and fixed income trader. He has more than 15 years of experience in financial services.
He earned a Bachelor of Arts in Business Administration with a concentration in Finance from Rhodes College and is a CFA® charterholder. Samana is located in St. Louis.