[ about wells fargo ]Wells Fargo Wealth & Investment Management is the financial stewardship arm of Wells Fargo, dedicated to helping individuals, families, and institutions achieve their long-term financial goals through advice, discipline, and innovation.
Its mission is to combine personalized wealth planning with advanced digital capabilities—bridging trusted human relationships and intelligent technology to create seamless, purpose-driven financial experiences.
Through a culture of accountability and collaboration, Wells Fargo Wealth Management integrates investment management, retirement planning, lending, and trust services into a unified framework that adapts to each client’s life and legacy.
With advisors and specialists across the U.S., the division leverages data-driven insights, portfolio innovation, and responsible advisory practices to help clients grow, preserve, and transition wealth with clarity and confidence.
Wells Fargo’s commitment extends beyond wealth—it’s about empowering financial well-being, combining human insight and digital precision to make managing wealth simpler, smarter, and more personal.
[ My role ]WELLS FARGO
666 3RD Ave, New York, New York
Product Manager
At Wells Fargo, I advanced the future of alternative investments—where digital precision empowers advisors and data transforms opportunity into trust.
At Wells Fargo Wealth & Investment Management, I led the product strategy for Alternative Investments Technology—building digital systems that simplify how advisors and clients access private equity, hedge funds, and real assets. My focus was on modernizing legacy processes, increasing transparency, and enabling advisors to deliver personalized investment opportunities with confidence and precision.
In this role, I guided the evolution of platform design, data integration, and workflow automation, ensuring that alternative investment solutions were scalable, compliant, and intuitive. The goal was simple: empower advisors and clients to pursue complex investment strategies with autonomy, clarity, and measurable outcomes.
I worked across teams of engineers, product owners, risk managers, and wealth advisors to bridge technology and investment strategy—delivering tools that enhance decision-making, strengthen client relationships, and reflect Wells Fargo’s commitment to trusted wealth management.
[ strategic outcomes ]Strategic Outcomes
Alternative Investment Modernization
Digitized legacy private-market systems, enabling advisors to access private equity, hedge funds, and real assets through streamlined, compliant, and data-rich interfaces that enhanced transparency and speed to insight.
Platform Integration & Workflow Automation
Unified fragmented investment tools into a cohesive platform—automating key advisor workflows, reducing operational risk, and improving consistency across portfolio management and reporting.
Advisor Empowerment through Data
Delivered intelligent dashboards that turned complex investment data into clear, actionable insights—helping advisors make faster, data-backed decisions with precision and client confidence.
Cross-Disciplinary Delivery Excellence
Aligned engineers, product leaders, and wealth strategists to accelerate delivery of technology that balanced innovation, governance, and measurable client impact across the wealth ecosystem.
“Charles brought clarity and innovation to complex investment systems, transforming how advisors and clients engage with data. His leadership balanced precision with empathy, uniting teams across technology and wealth strategy. He redefined excellence in digital wealth management.”
Dan Parsons
Executive Director, Wells Fargo Wealth & Investment Management
Data → Insight → Decision → Impact
Stage 01Data Systems
Unified wealth and regulatory data into intelligent platforms that automate compliance, streamline alternative investment tracking, and enhance visibility across portfolios.
Stage 02Insight Generation
Transformed fragmented datasets into auditable insights—empowering advisors to identify opportunities, anticipate market shifts, and align investment strategy with evolving regulations.
Stage 03Decision Intelligence
Delivered adaptive dashboards that enabled advisors and risk teams to make faster, data-driven decisions with transparency, precision, and measurable accountability.
Stage 04Measured Impact
Achieved tangible improvements in reporting accuracy, operational efficiency, and portfolio performance—strengthening trust and reinforcing Wells Fargo’s commitment to data-driven wealth management.
[ the journey ]A steadfast ascent through trust, transformation, and technology.
Inclusions
Every journey begins with intention. Mine began with the belief that wealth management could evolve without losing the principles that define trust. At Wells Fargo, that meant transforming legacy systems into transparent, data-driven platforms that empower advisors and clients alike.
Each milestone—data integration, automation, and intelligent reporting—was built on a foundation of precision and accountability. Every product decision reinforced clarity and control, not complexity, ensuring technology enhanced judgment rather than replaced it.
This ascent continues, guided by the same principles that define Wells Fargo’s heritage: integrity, consistency, and measurable progress.
Exclusions
Shortcuts. Over-automation. Anything that prioritizes scale over stewardship.
True transformation in wealth management isn’t about speed—it’s about strengthening trust through systems that deliver accuracy, insight, and confidence at every step.