About Us

Welcome to the AdvantageVoice® Blog!

The purpose of this blog, as our editor Jeremy Ryan so eloquently puts it, is to open up the door a bit to the conversations that happen all the time behind the scenes in an investment company. If you’re reading this, odds are that, not only are you excited about the prospect of listening in on those financial discussions, but you wouldn’t mind joining in as well.

We hope you’ll find value in the broad mix of topics and ideas we’ll post. You’ll find content from our award-winning Daily AdvantageSM newsletter (now in its 13th year), along with selections from our weekly podcast On the Trading Desk®, not to mention some of our regularly scheduled commentary. There will be analysis of breaking news, ideas about investing trends, economic insights, and, naturally, our usual dose of offbeat topics and humor.

Lastly, we really hope that the AdvantageVoice Blog will be a place where you can share your thoughts, stories, and experiences with us. We need and value your input, and hope to learn from you along the way too.

Thank you so much for reading! All of us here are looking forward to what will hopefully be a long, engaging and important conversation.

About Wells Fargo Advantage Funds®

Strength. Expertise. Partnership.

Wells Fargo Advantage Funds skillfully guides institutions, financial advisors, and individuals through the investment terrain to help them reach their financial objectives. Everything we do on behalf of our investors is built on the standards of integrity and service established by our parent company, Wells Fargo & Company; the expertise of our independent investment teams and rigorous ongoing investment review; and the collaborative level of superior service that is our trademark.

Our Bloggers

Aldo Ceccarelli

Aldo Ceccarelli, CFA

Aldo Ceccarelli has 18 years of investment industry experience and is head of investments at Wells Fargo Funds Management, managing a team of analysts responsible for manager selection and oversight of subadvisors. He was previously manager of the fixed-income analysis team and a fixed-income analyst. Prior to joining Wells Fargo in 2002, Mr. Ceccarelli worked on the fixed-income team at Montgomery Asset Management. He earned a bachelor’s degree in business administration with an emphasis in economics from Santa Clara University. Mr. Ceccarelli has earned the right to use the Chartered Financial Analyst® (CFA®) designation.

Alisa Wolf

Alisa Wolf

Alisa Wolf is a marketing communications consultant for Wells Fargo Funds Management, LLC, with 12 years of experience in the financial services industry. Previously, she honed her ability to translate complex concepts and processes into lay terms as a writer and editor for consumer, trade, and association magazines covering a wide range of subjects, from astronomy to fire prevention and disaster management to meetings and travel. Her background also includes stints as a writer and editor for two community newspapers. She earned a master’s degree in writing from Vermont College and a bachelor’s degree in English from the University of Massachusetts. She entered the work world at the dawn of desktop publishing, but if push came to shove, she could still wield an Exacto knife, run strips of type through a waxer, and produce a camera-ready paste-up.

Amy George

Amy George

Amy George is a senior public relations strategist for Wells Fargo Funds Management, LLC, and occasional On the Trading DeskSM host. Amy’s roots are in journalism and she’s always looking for a good story. After graduating from Ohio University with a degree in journalism and a specialization in French, Amy spent 13 years as a reporter at newspapers in the South, including The Charlotte Observer, and the Associated Press in New York City. She covered personal finance and investing, with a little NASCAR, Kentucky Derby, March Madness and more thrown in to keep things interesting. At the AP, she covered Wall Street and also wrote about mutual funds. At the Observer, her personal finance column, “Out of the Red,” was awarded “Best Column” by the Society of American Business Editors and Writers. Amy is a grammar nerd. Diagramming sentences is fun! If she had her way, the Oxford comma would be banned and nobody would use adverbs. Like hardly ever.

Bob Paetsch

Bob Paetsch

Bob Paetsch is an E-Business Consultant for Wells Fargo Funds Management, LLC and a contributor to Daily Advantage. Prior to his role on the web team, he spent six years on the floor of the Chicago Board of Trade as a broker’s assistant and a futures trader. He has an undergraduate degree in economics from DePaul University and an M.B.A. in international business from the Kellstadt Graduate School of Business at DePaul University.

Dr. Brian Jacobsen, CFA, CFP

Dr. Brian Jacobsen, CFA, CFP®

Brian Jacobsen is Chief Portfolio Strategist at Wells Fargo Funds Management, LLC. In addition to his role at Wells Fargo conducting research and giving presentations on the markets and the economy, Brian is an associate professor at Wisconsin Lutheran College. His research and teaching center on economics, finance, and investing. Prior to joining Wells Fargo, he was chief economist at an investment consulting firm. Brian has an undergraduate degree in finance and a Ph.D. in economics from the University of Wisconsin, and a law degree from Marquette University Law School. He has earned the right to use the Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®) designations.

James Kochan

James Kochan

James Kochan has over 35 years of investment industry experience. Prior to joining Wells Fargo, he was director of fixed-income asset management and a bond market strategist at Robert W. Baird & Co. He spent the ten years before that at Merrill Lynch, working as a fixed-income strategist and manager of fixed-income research. He has also held research positions with Chase Manhattan Bank and The Federal Reserve Bank of Cleveland. While at Merrill Lynch, James was named to the Institutional Investor All-America Research Team for bond market strategy. His research reports are frequently quoted in the financial press. He has graduate and undergraduate degrees in economics from the University of Wisconsin. He currently serves as an adjunct faculty member in the School of Business at the University of Wisconsin-Milwaukee.

Jeremy Ryan

Jeremy Ryan

Jeremy is managing editor of social media at Wells Fargo Funds Management, LLC, and a regular Daily Advantage columnist. He studied philosophy at Valparaiso University for his undergraduate degree and continued his passion for philosophy—as financially unsound as such a passion is—with graduate studies at Boston University, where he taught philosophy and writing. He also was Boston University’s Director of Pre-College Internship programs. Jeremy joined Wells Fargo in 2005. Most recently, he was the lead investment writer for International and Core funds. When he’s not digging up off-beat topics for Daily Advantage, Jeremy is frequently lost in the woods, where he pretends to know what he’s doing on a mountain bike or how to find his way back to his campsite.

John Manley, CFA

John Manley, CFA

John Manley is chief equity strategist at Wells Fargo Funds Management, LLC. He has more than three decades of investment industry experience, earning distinguished accolades along the way. Mr. Manley spent the majority of his career with Smith Barney and its successor firms, where his roles included chief quantitative strategist, chairman of the Investment Policy Committee, and chief U.S. portfolio strategist. He also worked with that firm’s private client effort as senior U.S. equity strategist. He is a seven-time member of the Institutional Investor All-America Research Team and was voted “Most Popular Analyst” in the Smith Barney Financial Advisor poll for several years running. Mr. Manley earned a bachelor’s degree from Stanford University and a law degree from Boston College. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.

John Natale

John Natale

John Natale is a writer, digital media consultant and Daily Advantage columnist at Wells Fargo Funds Management, LLC. With more than a decade of experience as a writer and communications strategist in the asset and wealth management fields, John studied journalism and advertising at Loyola University in Maryland. He is also a trained improvisational and sketch comedy performer with years of experience in Boston’s thriving comedy scene. Outside of the office, John is busy being a dad, a DIY house renovator and a home brewer of sometimes-not-so-horrible craft beer.

Kathi Kwiatkowski

Kathi Kwiatkowski

Kathi is an E-Business Consultant for Wells Fargo Funds Management, LLC. She began working on web sites when AOL CDs were used for something besides coasters. Prior to that, she spent time as a customer service representative at a financial services firm. Kathi studied international business and marketing at the University of Evansville. Taking care of her husband and three little ones takes up most of her free time, but if you can catch her, she is known to engage in lively discussions about what’s on her DVR, her mp3 player, or her Twitter feed.

Laurie King

Laurie King

Laurie King is an Investment Writer at Wells Fargo Funds Management, LLC, covering municipal bond markets and money markets. With more than 20 years’ experience in fixed-income capital markets, Laurie was previously a senior writer at Capital Guardian Trust Company responsible for providing investment commentary to the firm’s institutional clients. Prior to joining Capital Guardian in 2001, she was an economist and fixed-income portfolio strategist at money management firm Payden & Rygel. She earned her MBA at the UCLA Anderson School of Management and a BS with Honors in Economics from the University of Iowa. Laurie served on the board of directors for the National Association for Business Economics between 2002 and 2005. She was the president of the Los Angeles Chapter, National Association for Business Economics in 2002 and recipient of the Robert F. Parry award in 2008. She serves on the board of the California Council on Economic Education.

Melissa Duller

Melissa Duller

Melissa Duller is an investment analyst at Wells Fargo Funds Management, LLC, where she evaluates investment managers and oversees the investment communications for domestic core equity and sector-specific mutual fund products. Additionally, she is responsible for conducting market and economic research. Melissa has been with Wells Fargo or a predecessor firm since 1998 and has over 13 years of experience in the investment industry. She also served as a regional investment manager for high net worth individuals, personal trusts, and charitable foundations. Melissa has an undergraduate degree in finance from the University of North Carolina at Charlotte and an M.B.A from Queens University of Charlotte. She has earned her CIMA® designation and is a member of the Investment Management Consultants Association, Inc., as well as the CFA Society of North Carolina and the CFA Institute.

Peter Nulty

Peter Nulty (retired)

Peter Nulty was a writer of Wells Fargo Daily Advantage for over 13 years and retired in May 2014. Peter was a member of the Board of Editors of Fortune magazine, where he covered energy, technology, and Wall Street for more than two decades. After leaving Fortune, Peter worked at McKinsey & Co. and participated in setting up CNBC’s website, cnbc.com. Over the years, he has developed a unique writing style, and his take on the business world’s ups and downs made Daily Advantage a quick, informative read — with a little fun thrown in as well.

This website is accompanied by current prospectuses for Wells Fargo Advantage Funds®.

6 Responses to About Us

  1. Lori Messenbrink says:

    Good morning,
    I do not enjoy reading for pleasure because I read and write boring documents all day long. However: I feel the urge to let you all know that I truly look forward to your Daily Advantage what I like to call ‘Just because’ section. That would be the bottom part of the e-Mail where you put in notes ‘Just because’ the mood hit you. Obviously not the technical term… but it works for me. Maybe some day I’ll get a chance to go fishing with Mr Nulty and he can explain it to me.
    Anyhoo…. Please keep up the great work & Thank you so very much!

    Lori Messenbrink
    Global Product Development
    Technical Document Specialist

    If you’re not going to snort, why even laugh?

  2. David Sumrall says:

    I also look forward to Mr. Nulty’s observations at the end of the Daily Advantage. With all the spam “updates” and “advice” coming at you daily it is difficult to find the good stuff. I call it picking crab meat.

  3. Jean Smith says:

    What a sad day on many levels. Washington continues to disappoint and embarrass us and now Macy’s joins the ranks of other retailers who have no respect for their employees or their families. Is there no respect for traditions and family time?

    • Fran Burlington says:

      Jean, it’s not as though the employees at Macy’s have to work for nothing. If you don’t want to go shopping, you don’t have to. If you want to, now you may. Many families make it a tradition to go shopping during that time. Thanks to Macy’s decision, many people can go out and enjoy themselves instead of sitting at home and getting fat on the couch.

  4. Paolo De Leon says:

    Peter Nulty’s blog is very informative and educational. It is a quick update and most important highlight of the business and stockmarket report. Strong Funds originally had this blog and continued it until Wells Fargo bought the company. Great job to you all!!

  5. Barney Linn says:

    Peter Nulty, what a pleasure you are. Please continue to share with us your take on things with as much candor as the setting will allow.

    Thank you for today’s comments regarding our multiple-cultural society. Sometimes I need a little reminding, and yours was just right.

    Barney Linn
    Linwood, NJ

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