Senior Portfolio Manager @ (January 2005 - December 2015)
Wealth Advisory Services Consultant @ (January 2004 - December 2005)
Financial Advisor @ (January 2002 - December 2004)
Stephen Wehr Education
Holy Cross Greek Orthodox School of Theology
Certificate (Program for the Diaconate)
2020
Wake Forest University
B.A., Magna Cum Laude
University of Virginia
M.A. (Religious Studies (Christianity & Judaism in Antiquity))
Princeton Theological Seminary
M.Div.
Stephen Wehr Skills
Alternative Investments
Writing
Portfolio Management
Investment Strategies
Investments
Trust Services
Asset Management
Sma
International Investing
Strategic Planning
Asset Allocation
Wealth Management
Investment Management
Wealth Management Services
Stephen Wehr Summary
Stephen Wehr, based in Wayzata, MN, US, is currently a Executive Director, Senior Private Wealth Portfolio Manager at Wells Fargo. Stephen Wehr brings experience from previous roles at U.S. Bank and Piper Jaffray. Stephen Wehr holds a Certificate in Program for the Diaconate @ Holy Cross Greek Orthodox School of Theology. With a robust skill set that includes Alternative Investments, Writing, Portfolio Management, Investment Strategies, Investments and more. Stephen Wehr has 1 emails on RocketReach.
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