Brian Youngberg
Senior Lead Analyst (gatekeeper) - Global Manager Research at Wells Fargo | Greater St. Louis
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Brian Youngberg is a seasoned investment professional currently serving as the Senior Lead Analyst (gatekeeper) in Global Manager Research at Wells Fargo. With a robust background in financial analysis and strategic investment, Brian plays a pivotal role in shaping the investment strategies for Wells Fargo Advisors and Wells Fargo Private Bank. His primary responsibility involves conducting comprehensive due diligence on Large-Cap Growth and All-Cap Growth mutual funds and separately managed accounts (SMAs), ensuring that clients receive informed and strategic investment recommendations.
Brian's expertise extends beyond mere analysis; he is adept at evaluating the performance and risk profiles of various asset managers, leveraging his skills in equities research, financial modeling, and risk assessment. His analytical prowess is complemented by his ability to communicate complex financial concepts clearly and effectively, making him a valuable resource for advisors seeking tailored guidance for client accounts.
In his role, Brian has spearheaded key projects that focus on enhancing the investment process, including the development of proprietary frameworks for evaluating fund performance and risk metrics. His commitment to excellence is evident in his award-winning track record, which showcases his ability to identify high-value investment opportunities while mitigating potential risks. As a CFA charterholder with an MBA from Washington University in St. Louis, Brian combines academic rigor with practical insights, positioning him as a thought leader in the investment community. His dedication to continuous improvement and client-centric approach ensures that Wells Fargo remains at the forefront of investment management, delivering exceptional value to its clients.
Senior Lead Analyst (gatekeeper) - Global Manager Research at Wells Fargo in June 2022 to Present
Senior Analyst (gatekeeper) - Model Fund Portfolios and Due Diligence at Mariner Wealth Advisors in April 2020 to June 2022
Senior Portfolio Strategist at Cornerstone Wealth Management in October 2019 to December 2019
Senior Equity Analyst / Strategist and Manager - Dividend Stock List at Edward Jones in June 2000 to July 2019
Vice President at Fitch Ratings in October 1996 to June 2000
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Washington University in St. Louis - Olin Business School, Master of Business Administration - MBA
University of Nebraska at Omaha, Bachelor of Science - BS
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Equity Research
Investments
Portfolio Management
Financial Analysis
Equities
Credit Analysis
Research
Capital Markets
Financial Modeling
Investment Advisory
Energy Industry
Energy
Valuation
Investor Relations
Credit
Risk Assessment
Analytical Skills
Financial Forecasting
Cash Flow Forecasting
Project Finance
Microsoft Excel
Microsoft PowerPoint
Interpersonal Communication
Public Speaking
communications
Leadership
Critical Thinking
managing
Presentation Skills
Chartered Financial Analyst
Dividends
Value Investing
Stock Market
Equity Valuation
Energy Markets
Sell Side
Valuation Modeling
Stock Market Analysis
Stock Picking
Stock Research
Financial & Operational Modeling
Equity Research Analysis
Fixed Income Portfolio Management
equity portfolio management
Dividend Policy
Cash Flow Analysis
Debt & Equity Financing
Strategic Analytics
Fundamental Analysis
Investment Research
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Discover more about Wells FargoWhat is Brian Youngberg email address?
Email Brian Youngberg at [email protected], [email protected] and [email protected]. This email is the most updated Brian Youngberg's email found in 2026.
How to contact Brian Youngberg?
To contact Brian Youngberg send an email to [email protected], [email protected] or [email protected]. (updated on December 31, 2023)
What company does Brian Youngberg work for?
Brian Youngberg works for Wells Fargo
What is Brian Youngberg's role at Wells Fargo?
Brian Youngberg is Senior Lead Analyst (gatekeeper) - Global Manager Research
What is Brian Youngberg's Phone Number?
Brian Youngberg's phone (**) *** *** 775
What industry does Brian Youngberg work in?
Brian Youngberg works in the Financial Services industry.
Brian Youngberg Email Addresses
Brian Youngberg Phone Numbers
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