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October 09, 2015 10:34 PM ET

Capital Markets

Company Overview of Wells Fargo Securities, LLC

Company Overview

Wells Fargo Securities, LLC is a boutique investment bank that offers financial advisory services. It provides mergers and acquisitions, private placements, and debt and equity capital raising advisory services. The firm also offers loan syndication, market analysis and research, and equity trading services. Wells Fargo Securities, LLC was formerly known as Wachovia Capital Markets, LLC and changed its name to Wachovia Capital Markets, LLC on 3rd July, 2009 as a result of a merger. The firm is based in Charlotte, North Carolina. Wells Fargo Securities, LLC operates as a subsidiary of EVEREN Capital Corporation.

550 South Tryon Street

6th Floor


Charlotte, NC 28202

United States

Founded in 1998



Key Executives for Wells Fargo Securities, LLC

Head of Middle Market Banking
Head of Program Trading Desk
Head of Program Trading Sales and Director
Vice Chairman of Energy & Power Sector for Investment Banking and Capital Markets Division
Compensation as of Fiscal Year 2015.

Wells Fargo Securities, LLC Key Developments

Wells Fargo Securities, LLC Presents at The 21st Annual ABS East Conference 2015, Sep-17-2015 11:15 AM

Wells Fargo Securities, LLC Presents at The 21st Annual ABS East Conference 2015, Sep-17-2015 11:15 AM. Venue: Fontainebleau Miami Beach, 4441 Collins Avenue, Miami Beach, FL 33140, United States. Speakers: John McElravey, Managing Director, Head of Consumer ABS Research.

Wells Fargo Securities Names 3 Managing Directors for Research, Economics Group

Wells Fargo Securities, LLC announced that it has added three senior hires to its research and economics group, all serving as managing directors. Michael Schumacher will join Wells Fargo Securities' research and economics team in September as managing director and head of rates strategy. Schumacher has more than 20 years of fixed-income experience on the sell-and buy-sides. He previously worked as UBS Securities LLC's global head of rates and credit strategy. Jim Birchenough will join Wells Fargo Securities' equity research team in early November as managing director and senior biotechnology analyst. He previously spent four years at BMO Financial Corp.'s BMO Capital Markets Corp. where he was responsible for the firm's biotechnology equity research effort. Ike Boruchow will join Wells Fargo Securities' equity research team in September as managing director and senior specialty retail analyst. He previously worked at Sterne Agee & Leach Inc. where he spent three years covering the specialty retail sector focusing on softlines, luxury and accessories.

Wells Fargo Securities Names Jessica Gray as Head of Transportation & Logistics Investment Banking

Wells Fargo Securities announced that Jessica Gray, managing director, has been appointed to a new role in the Investment Banking & Capital Markets division to lead an expanded Transportation & Logistics coverage team within the Industrials industry group. She will report to John Church, head of Industrials, and will continue to be based in Charlotte. Gray was previously the head of Wells Fargo Securities Commercial Asset Leasing & Finance group within Asset-Backed Finance & Securitization.

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