Investment Strategy Analyst
Wells Fargo Investment Institute
Wells Fargo & Company
Luis D. Alvarado is an investment strategy analyst 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 Wells Fargo Wealth and Investment Management, a division of Wells Fargo & Company comprised of Wells Fargo Private Bank and Wells Fargo Advisors businesses.
In his role, Mr. Alvarado researches and analyzes economic and market trends for the investment strategy team. He contributes to several WFII publications, including Global Investment Strategy reports, white papers, and special reports. In addition, he helps maintain the WFII library of economic and market charts. Mr. Alvarado joined the investment strategy team in 2012 from Wells Fargo Advisors where he served as a client service associate, supporting the sales and trading functions for brokerage clients. Prior to Wells Fargo Advisors, Mr. Alvarado worked as a personal banker in Los Angeles.
Mr. Alvarado earned a Bachelor of Science in Business Administration from the Universidad de Costa Rica and a Master of Science in Financial Analysis from the University of San Francisco, and is currently a Level II candidate in the CFA® Program. In 2014, he was named as one of Forbes “30 under 30: Finance,” a list that honors “men and women who are already making their mark at leading investment banks, hedge funds and other financial firms”. He is located in San Francisco.
Global Investment Strategy is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
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. Brokerage products and services offered through Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Bank products are offered through Wells Fargo Bank, N.A.
Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority, but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S.-based financial services account(s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions or communications made with Wells Fargo Advisors.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.