Michael J. Serio, CFA, CAIA, Regional CIO, Mountain Northwest, Wells Fargo Private Bank, “The Implications of the Trump Tariffs & Impending Trade War”
Michael Serio is the regional chief investment officer for the Mountain Northwest region of Wells Fargo Private Bank. He leads a team of investment professionals who deliver comprehensive, custom, diversified portfolio management for clients of The Private Bank. In his role, Mr. Serio serves as the investment thought leader in the region by providing insight and interpretation of the economy and financial markets at client events and through written commentary.
Prior to joining Wells Fargo in 2013, Mr. Serio co‑founded Wolf Creek Energy Partners, which was formed to finance minority interests in the shale oil and gas business. Prior to Wolf Creek Energy Partners, he served as managing director for Citigroup Private Bank in Denver, where he oversaw the investment process for five private bank offices serving the ultra affluent. Mr. Serio has more than 25 years of experience in financial services. He started his career as a portfolio manager for First National Bank of Chicago, and he has also worked as a portfolio manager for Sanford Bernstein, JP Morgan, and Stein Roe & Farnham.
WEEKLY BULLETIN HIGHLIGHTS
Deposits for this great ski fellowship are due October 15!