Stephen Mcnally

Stephen Mcnally Email and Phone Number

Senior Portfolio Manager at Wells Fargo Private Bank @ Wells Fargo Private Bank
Stephen Mcnally's Location
San Diego, California, United States, United States
Stephen Mcnally's Contact Details
About Stephen Mcnally

30+ years experience in the Financial Services Industry, including Buy-Side Portfolio Management, Private Client/High Net Worth/Institutional Asset Management, Hedge Fund Portfolio Management and Asset Allocation Strategy.Specialties: Expertise in Options, Derivatives and Alternative Investments

Stephen Mcnally's Current Company Details
Wells Fargo Private Bank

Wells Fargo Private Bank

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Senior Portfolio Manager at Wells Fargo Private Bank
Stephen Mcnally Work Experience Details
  • Wells Fargo Private Bank
    Senior Vice President/Senior Portfolio Manager
    Wells Fargo Private Bank Jan 2019 - Present
    San Francisco , Ca, Us
    Manage customized investment portfolios on a discretionary basis for Wells Fargo Private Bank clients with >$10mm in investable assets.
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  • Wells Fargo Private Bank
    Senior Vice President/Regional Investment Manager
    Wells Fargo Private Bank Sep 2014 - Jan 2019
    San Francisco , Ca, Us
    Responsible for managing the integrated delivery of investment management and fiduciary services to clients within Wealth Management at Wells Fargo. Leader of a team of investment professionals that provide Investment, Estate &Trust planning advice to high net-worth clients.
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  • Wells Fargo Private Bank
    Senior Vice President/Investment Strategy Specialist
    Wells Fargo Private Bank Aug 2008 - Sep 2014
    San Francisco , Ca, Us
    Investment Strategy Specialist, responsible for Investment Consulting Solutions for The Private Bank and Brokerage (Wells Fargo Advisors) Platforms for the CA/NV Wealth Management Group.
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  • Srm Capital Management, Llc
    General Partner/Cio
    Srm Capital Management, Llc Dec 2002 - Aug 2008
    CIO and Portfolio Manager for SRM Partners, L.P., a long/short domestic growth equity hedge fund.
  • Duncan Hurst Capital Management
    Senior Vice President/Senior Portfolio Manager
    Duncan Hurst Capital Management Jul 1994 - Dec 2002
    Portfolio Manager of Duncan Hurst Partners, a US equity long/short hedge fund focused on growth equities and advanced option strategies.
  • Nicholas-Applegate Capital Management
    Senior Vice President / Senior Portfolio Manager
    Nicholas-Applegate Capital Management Oct 1990 - Jul 1994
    Responsible for hedge fund management and alternate investments. Managed both dollar neutral and directional hedged portfolios. Founded the firm's Mini-Cap strategy, which invests in growth stocks with less than $100mm market cap.
  • Stein Roe And Farnham, Inc.
    Vice President & Principal / Senior Portfolio Manager
    Stein Roe And Farnham, Inc. Jul 1983 - Oct 1990
    Vice President and Principal with responsibility as a Senior Portfolio Manager. Managed $800mm for institutional and high net-worth investors, as well as two growth equity mutual funds.Developed an equity asset allocation model, which was used as a key input by the Firm’s Investment Policy Committee.
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  • Professional Blackjack Player
    Hobby
    Professional Blackjack Player Jan 1982 - May 1983

Stephen Mcnally Skills

Derivatives Options Alternative Investments Equities Hedge Funds Trading Asset Allocation Investment Management Asset Managment Wealth Management Investments Investment Strategies Financial Services Portfolio Management Mutual Funds Series 7 Investment Advisory Fixed Income Series 63 Asset Management Etfs

Stephen Mcnally Education Details

  • The Wharton School
    The Wharton School
    Finance
  • Yale University
    Yale University
    Physical Chemistry/Quantum Mechanics
  • Trinity College-Hartford
    Trinity College-Hartford
    Chemistry

Frequently Asked Questions about Stephen Mcnally

What company does Stephen Mcnally work for?

Stephen Mcnally works for Wells Fargo Private Bank

What is Stephen Mcnally's role at the current company?

Stephen Mcnally's current role is Senior Portfolio Manager at Wells Fargo Private Bank.

What is Stephen Mcnally's email address?

Stephen Mcnally's email address is mc****@****ail.com

What schools did Stephen Mcnally attend?

Stephen Mcnally attended The Wharton School, Yale University, Trinity College-Hartford.

What are some of Stephen Mcnally's interests?

Stephen Mcnally has interest in Professional Networking, Skating, Investing, Blackjack (Card Counting), History.

What skills is Stephen Mcnally known for?

Stephen Mcnally has skills like Derivatives, Options, Alternative Investments, Equities, Hedge Funds, Trading, Asset Allocation, Investment Management, Asset Managment, Wealth Management, Investments, Investment Strategies.

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