Senior Global Alternative Investment Strategist
Wells Fargo Investment Institute
Wells Fargo & Company
James W. Sweetman is a senior global investment strategist for Wells Fargo Investment Institute (WFII), 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. WFII serves Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank and Wells Fargo Advisors businesses.
Mr. Sweetman formulates and leads strategy and asset allocation guidance for alternative investments, including hedge funds, private equity, private debt and private real assets. His responsibilities include the development and management of investment guidance around alternative strategies and collaborating and partnering with other teams in WFII to support Wells Fargo Wealth and Investment Management.
Prior to joining Wells Fargo in January 2006, he worked with Bank of New York’s BNY Alternative Investment Services group and Prudential Financial in a variety of investment research, relationship management, and strategy roles. He has more than 29 years of experience in financial services, beginning his professional career in July 1992.
Mr. Sweetman earned a Bachelor of Business Administration from Baruch College, The City University of New York. He is located in Charlotte, North Carolina.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Wells Fargo Wealth and Investment Management, a division within the Wells Fargo & Company enterprise, provides financial products and services through bank and brokerage affiliates of Wells Fargo & Company.