Stephanie Ackler

Direktor/Vorstandsmitglied bei

Harvard Kennedy School of Government

Finance

Consumer Services

Profil

Stephanie Lynn Ackler is currently Principal at Wells Fargo Advisors Financial Network LLC since 2023 and a Member of the Women's Leadership Board at Harvard Kennedy School of Government.
Formerly, Ms. Ackler was President & Managing Partner at Wells Fargo Clearing Services LLC from 2016 to 2023.
Ms. Ackler completed undergraduate studies at Franklin & Marshall College in 1984.

Aktive Positionen von Stephanie Ackler

Unternehmen	Position	Beginn
Harvard Kennedy School of Government Harvard Kennedy School of Government Other Consumer ServicesConsumer Services Functions as a College/University	Direktor/Vorstandsmitglied	-
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools.	Portfolio Manager-Aktien	01.03.2023

Alle aktiven Positionen von Stephanie Ackler

Ehemalige bekannte Positionen von Stephanie Ackler

Unternehmen	Position	Ende
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Chief Investment Officer	-

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Unternehmensverbindungen

Private Unternehmen	4
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools.	Finance
Franklin & Marshall College Franklin & Marshall College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Finance
Harvard Kennedy School of Government Harvard Kennedy School of Government Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services