Michael Blumenfeld is a Senior Vice President and a PIM Portfolio Manager at Wells Fargo Advisors. The significance of this designation is meaningful as it allows Michael and his team to offer their clients fully customized fixed income portfolios on a discretionary basis. Mr. Blumenfeld has extensive experience in all aspects of portfolio management, credit selection and demonstrated success navigating clients through changing market cycles.

Mr. Blumenfeld has worked in the asset management business for over 15 years, starting his career on the Municipal Bond Trading desk at JP Morgan's Private Bank. He began working with the firm’s underwriters to bring new issue deals to market and the firm’s research analysts to provide credit commentary. It was this foundation which allowed him to better understand credit and identify relative value in the secondary market. Having a disciplined investment strategy and risk control was crucial as Mr. Blumenfeld was committing firm capital to manage a portfolio of bonds. However, it was working with the firm’s advisors and clients which brought him the greatest satisfaction, as each client had different objectives, concerns and risk tolerances. 

Michael works directly with his clients to construct and actively manage a fixed income portfolio that addresses their specific goals and needs. As a PIM Portfolio Manager, we do not outsource portfolio management to third parties allowing us to employ a highly disciplined strategy while seeking to deliver cost savings by removing additional layers of management fees.

Mr. Blumenfeld received his B.A in Economics from the University of California, San Diego in 2008. He currently serves on the Committee for The Jewish Federations Finance Division and has previously been involved in the Young Professional’s Division of Stand With Us. Michael currently resides in the Sherman Oaks area with his family.

CA Insurance License Number: 0G29710. Resident State CA