Joseph Gardner
Profile
Mr. Joseph Gardner is a Director & Senior Portfolio Manager at Wells Fargo Family Wealth.
Mr. Gardner previously worked as a Senior Portfolio Manager at Bank of America and a Portfolio Manager at Merrill Lynch Investment Management.
Before starting his investment career, he served in the United States Navy as a Naval Aviator before retiring from the Naval Reserves at the rank of Commander.
Mr. Gardner holds a Bachelor of Science in Accounting degree from Widener University.
He holds the designation of Chartered Financial Analyst and is a member of the CFA Institute.
Former positions of Joseph Gardner
| Companies | Position | End |
|---|---|---|
Wells Fargo Family Wealth
 Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Portfolio Manager-Equities | 06/08/2013 |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
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