Lincoln Maurer

Portfolio Manager @Wells Fargo

Manage high net worth and ultra-high net worth client portfolios as part of the Equity Optimization Group for both wealth investment management and brokerage lines of business. Conduct investment research and work with partners throughout the organization to meet client needs. Specialize in tax-optimized strategies to best meet client needs and generate superior returns through active account management. Interact with trading desk to ensure quality and proper execution of all trades within my group. This includes a multitude of quality assurance processes and procedures as well as working with various propriety trading systems.