Institutional Consulting

The Institutional Consulting Group

The Institutional Consulting Group, comprised of four Senior Institutional Consultants and seven Performance Analysts with over 77 years of combined investment experience, provides timely advice and research on current events and/or legislation.  The group services over 449 accounts with approximately $35 Billion in client assets including public funds, Taft-Hartley plans, endowments, pension funds, religious organizations, insurance companies and other institutionally natured clients.  Client assets range between $10,000,000 and $4 Billion.  The average size of our institutional relationships is about $50 Million.

Home Office Support - Institutional Consulting Group:

Jeffrey E. Rakes, CIMA, CIS, Senior Institutional Consultant: Jeff Rakes is a Senior Vice President with Wells Fargo Advisors, and has over thirty-six years’ experience in institutional consulting, investment research, and corporate finance.  Jeff is responsible for marketing support working directly with Financial Advisors in the field. In addition to marketing, he consults to the firm's key clients on all aspects of investment policy, risk assessment, asset allocation, manager selection, and on-going communication.  Jeff develops investment consulting work products and processes for use with key clients.  He directly co-consults to seven key institutional clients.  Jeff earned a Bachelor of Science degree from Roanoke College and earned the designation of Certified Investment Management Analyst (CIMA) in conjunction with the Investments & Wealth Institute (Formerly IMCA) and The Wharton School of Business.  He earned his Certified Investment Strategist (CIS) designation in conjunction with IMCA and The Stern School of Business at New York University.  Jeff is Series 66 and 7 licensed.

Home Office Support- Manager Strategy Group:

Paul Christopher, Head of Global Market Strategy, Wells Fargo Investment Institute, Wells Fargo & Company: Paul Christopher, CFA, is the Head of Global Market Strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Mr. Christopher focuses on the global investment environment and leads the Institute’s market guidance teams.He is frequently quoted in the national media, including The Wall Street Journal, The New York Times, Forbes, TIME, Investor's Business Daily, USA Today, Bloomberg Television, ABC News, NBC News, and CNBC. Prior to joining Wells Fargo, he developed economic strategies to trade in global financial and commodity futures markets for Eclipse Capital Management. In previous positions, Mr. Christopher supplied international economic perpspectives for Wells Fargo Advisors predecessor A.G. Edwads, and advised institutional clients of Istanbul-based Global Securities on the oil-based economies of Caucasus and Central Asia. He has consulted with the governments of Hong Kong, Egypt, Russia, Kazakhstan, and the Kyrgyz Republic on monetary policy issues. Mr. Christopher recieved a Bachelor of Arts in Economics and Spanish from Saint Louis University, a Master of Arts in Economics from the University of Rochester, and is a CFA charterholder. He is based in St. Louis.

Home Office Support- Retirement Plan Consulting:

Ken Pardue, Managing Director of Retirement Products and Trust:

Ken Pardue is the Managing Director of Retirement Products and Trust at Wells Fargo Advisors in St. Louis, MO. In this role, he is responsible for the product management and business strategy for Retirement Plans, IRAs, Retirement Income and Trust business within the broker dealer.

 

Ken has been in the financial services industry for over 30 years with a primary focus on the retirement market. He has been deeply involved in the regulatory changes in the retirement marketplace over the last decade. Ken has participated with many industry groups including the LIMRA LOMA Secure Retirement Institute, National Association of Plan Advisors (NAPA) and the Securities Industry and Financial Market Association (SIFMA). He started his career in the regulatory side of the business but has spent the majority of his time in the private sector with firms in New York, Minneapolis, Richmond and now St. Louis.

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