Junkans has 28 years of experience of handling leadership and portfolio management positions including high-net-worth and ultra-high-net-worth investment portfolios. Junkans had earlier served as the CIO of The Private Bank.
In the new role, Junkans will lead and coordinate key elements of the groups’ collective investment strategy and advice across the full wealth management, brokerage, retirement and UHNW business at Wells Fargo, representing US$1.3 trillion in client AUM.
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He will work in tandem with investment professionals across WBR to form common capital market assumptions, develop a single set of asset allocation strategies and implement a multi-asset class investment model.
Wells Fargo Wealth, Brokerage and Retirement (WBR) head David Carroll said the company had created the new position to ensure its investment team is structured to deliver best of thinking, ideas and solutions to clients, no matter where they do business with the organization.
As of 31 December 2011, Wells Fargo Wealth, Brokerage and Retirement (WBR) owned $1.3 trillion client assets under management and the firm comprises of Wells Fargo Advisors, Wells Fargo Private Bank, Abbott Downing and Wells Fargo Retirement.
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