George Rusnak
Trading-Fixed Income at Wells Fargo Investment Institute, Inc.
Profile
Mr. George E.
Rusnak, CFA MBA, is a Head of Managed Solutions & Investment Implementation at Wells Fargo Investment Institute, Inc. He is responsible for the Equity Optimization, Fixed Income Strategy, Social Impact Investing, and Option Strategies teams.
He also oversee Portfolio Review Services and Ultra-High-Net-Worth and Institutional Consulting, which offer investment analysis and recommendations for advisors with new or existing client relationships.
In addition, he manage the Investment Tools Implementation and the Portfolio Management and Implementation teams, responsible for providing portfolio reviews and investment tools to investment professionals.
Prior to joining Wells Fargo and its predecessor firms in 2007, he served as a director of Municipal Trading with BlackRock and Merrill Lynch.
Rusnak has more than 30 years of experience in the investment management field.
Mr. Rusnak holds a bachelor of arts degree in Economics and a master of business administration in Finance from Rutgers University in New Jersey.
George Rusnak active positions
| Companies | Position | Start |
|---|---|---|
Wells Fargo Investment Institute, Inc.
 Wells Fargo Investment Institute, Inc. Investment ManagersFinance Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA). | Trading-Fixed Income | 2016-12-31 |
Former positions of George Rusnak
| Companies | Position | End |
|---|---|---|
Blackrock, Inc. /Real Estate/
 Blackrock, Inc. /Real Estate/ Investment ManagersFinance Blackrock, Inc. /Real Estate/ (Blackrock) is a private equity subsidiary of BlackRock, Inc founded in 2016. The firm is headquartered in New York. | Corporate Officer/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | - |
Evergreen Financial LLC
 Evergreen Financial LLC Investment ManagersFinance Evergreen Financial LLC provides investment advice. The private company is based in Plymouth, MA. | Corporate Officer/Principal | - |
Training of George Rusnak
| Rutgers State University of New Jersey | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. Investment ManagersFinance Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA). | Finance |
Evergreen Financial LLC
Evergreen Financial LLC Investment ManagersFinance Evergreen Financial LLC provides investment advice. The private company is based in Plymouth, MA. | Finance |
Blackrock, Inc. /Real Estate/
Blackrock, Inc. /Real Estate/ Investment ManagersFinance Blackrock, Inc. /Real Estate/ (Blackrock) is a private equity subsidiary of BlackRock, Inc founded in 2016. The firm is headquartered in New York. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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