Profile
Mr. Steve A.
Bobo is a Director at Wells Fargo Family Wealth.
He joined the firm in 2004.
Mr. Bobo previously worked as an Investment Consultant at Capital Resource Advisors and a Principal at Tanager Financial Services, Inc.
Mr. Bobo received his undergraduate degree from Northeastern University.
Former positions of Steve A. Bobo
| Companies | Position | End |
|---|---|---|
Wells Fargo Family Wealth
 Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Portfolio Manager-Equities | 2013-08-06 |
| Capital Resource Advisors | Corporate Officer/Principal | - |
| Tanager Financial Services, Inc. | Corporate Officer/Principal | - |
Training of Steve A. Bobo
| Northeastern University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| Tanager Financial Services, Inc. | Finance |
| Capital Resource Advisors | Finance |
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
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