Stephen McNally Email & Phone Number
Executive Director and Senior Portfolio Manager
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Stephen McNally Location
- San Diego, CA, US
Stephen McNally Work
- 2019 -now Executive Director and Senior Portfolio Manager @ Wells Fargo
- 2014 -2019 Senior Vice President and Regional Investment Manager @
- 2019 -now Senior Vice President and Senior Portfolio Manager @
- 2008 -2014 Senior Vice President and Investment Strategy Specialist @
- 2002 -2008 General Partner and CIO @ SRM Capital Management, LLC
- 1994 -2002 Senior Vice President and Senior Portfolio Manager @ Duncan Hurst Capital Management
- 1990 -1994 Senior Vice President and Senior Portfolio Manager @ Nicholas-Applegate Capital Management
- 1983 -1990 Vice President and Principal and Senior Portfolio Manager @
- 1982 -1983 Hobby @ Professional Blackjack player
Stephen McNally Education
- The Wharton School
MBA (Finance)
1983 - Yale University
MS (Physical Chemistry/Quantum Mechanics)
1981 - Trinity College-Hartford
BS (Chemistry)
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 Summary
- Stephen McNally, based in San Diego, CA, US, is currently a Executive Director and Senior Portfolio Manager at Wells Fargo. Stephen McNally brings experience from previous roles at Wells Fargo Private Bank and SRM Capital Management, LLC. Stephen McNally holds a MBA in Finance @ The Wharton School. With a robust skill set that includes Derivatives, Options, Alternative Investments, Equities, Hedge Funds and more. Stephen McNally has 2 emails and 3 mobile phone numbers on RocketReach.
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