Eric Rommell, CIMA
Private Wealth Financial Consultant
Vice President - Investments
Eric is a Private Wealth Financial Consultant and Institutional Consultant and serves as the portfolio specialist on our team who coordinates our internal research and outlook. He works closely with the analyst teams in our St. Louis headquarters, Global Manager Research for recommended investment managers and Global Investment Strategy for market strategy and research. One of Eric’s main functions is to make sure our clients have the most appropriate investment strategies per their investment objective and individual expectations. He has 17 years of experience with the firm including his previous role as a Portfolio Specialist for the Investment Management Consulting Group (IMCG) in the St. Louis headquarters. His experience includes asset allocation analysis, investment manager search and selection, and investment policy development for high net-worth individuals and institutions such as endowments, foundations, trusts and qualified plans.
Eric holds the Certified Investment Management Analyst® certification, administered by the Investments and Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. Eric holds his Series 7, 66, and 31 FINRA securities registrations and has a Bachelor of Science degree in Finance-Risk Management from Virginia Polytechnic Institute and State University.
In his free time, Eric enjoys golfing, biking, fishing, and skiing. He volunteers and is actively involved with his daughters Girl Scout troops. He is also a coach for his youngest daughter’s lacrosse team - Algonkian Tribe Lacrosse.
CA Insurance License Number OH43229. Resident State VA.
Global Manager Research (“GMR”) is a division of Wells Fargo Investment Institute, Inc. (“WFII”). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Global Investment Strategy (“GIS”) is a division of Wells Fargo Investment Institute, Inc. (“WFII”). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Eric holds the Certified Investment Management Analyst® certification, administered by the Investments and Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. Eric holds his Series 7, 66, and 31 FINRA securities registrations and has a Bachelor of Science degree in Finance-Risk Management from Virginia Polytechnic Institute and State University.
In his free time, Eric enjoys golfing, biking, fishing, and skiing. He volunteers and is actively involved with his daughters Girl Scout troops. He is also a coach for his youngest daughter’s lacrosse team - Algonkian Tribe Lacrosse.
CA Insurance License Number OH43229. Resident State VA.
Global Manager Research (“GMR”) is a division of Wells Fargo Investment Institute, Inc. (“WFII”). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Global Investment Strategy (“GIS”) is a division of Wells Fargo Investment Institute, Inc. (“WFII”). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo & Company and provides investment advice to Wells Fargo Bank, N.A., Wells Fargo Advisors and other Wells Fargo affiliates. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.