Kevin Sullivan, CFA

Kevin Sullivan is the Co-Head of Global Manager Research (GMR), a division of Wells Fargo Investment Institute (WFII). The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo Wealth & Investment Management (WIM), a division of Wells Fargo & Company.

In his role, Kevin helps oversee a team of approximately 50 due diligence analysts. He served as team leader for global equities until 2022. Prior to joining Wells Fargo in 2013, Kevin worked with Bloomberg LP as an investment strategist and senior research analyst. Prior to Bloomberg, Kevin led the Manager Research Group at UBS. Early in his career, he worked as a sell-side equity analyst, and later as a buy-side equity analyst for a long-short equity hedge fund. He has more than 25 years of experience in financial services.

Kevin earned a bachelor’s degree of science in business administration from the University at Albany and an M.B.A. in finance from the Stern School of Business at New York University. He is a CFA® charterholder and is located in New York City area.

Global Manager Research (GMR) is a division of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment advisor and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.

Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority, but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S.-based financial services account(s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions or communications made with Wells Fargo Advisors.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.