Chris Testani Email & Phone Number

Experienced Investment Strategist with a demonstrated history of working in the financial services industry. Skilled in Banking, Asset Management, Equities, Investment Strategies, and Capital Markets. Strong finance professional with a Bachelor’s Degree focused in Business Administration and Management, General from The University of Connecticut, Storrs, CT.. ▪ Chris Testani joined Wells Fargo Private Bank in November 2008 as Vice President, Investment Strategist (IS) for New England. In this role, Chris’ primary focus is to work with families, high net worth individuals, foundations and endowments to help create appropriate portfolios meeting the clients’ risk and return parameters –using the many tools, solutions and global investment options available to The Private Bank.▪ Chris has over 25 years of experience working with institutional and high net worth clients and brings a wealth of investment experience, and practical knowledge to the role. She also has an extensive background working with equity, fixed income, alternative strategies and asset allocation opportunities to help meet her clients’ goals.▪ Prior to joining the Private Bank, Chris was the Investment Manager and Administrative Lead with Wells Fargo and its predecessors – First Union, First Fidelity, and Union Trust Company – working with institutional clients – pension, profit sharing and 401(k) plans. Chris also was the liaison between the Bank and the Frank Russell Investment Management Company – utilizing their proprietary investment solutions and philosophies of investment management.▪ Chris received her B.A. in Business Administration from the University of Connecticut. Throughout her career, Chris has and continues to complete a wide range of courses on investments and risk management.

Listed skills include Wealth Management, Portfolio Management, Investments, Asset Allocation, and 22 others.