Adam Ira Taback
Algemeen Directeur bij Corbin Multi-Strategy Fund LLC
Profiel
Mr. Adam I.
Taback is Chairman & President at ASGI Agility Income Fund and ASGI Aurora Opportunities Fund LLC, President at Alternative Strategies Brokerage Services, Inc. and Head of High Net Worth & Ultra-High Net Worth Investments at Wells Fargo Investment Institute, Inc. He is responsible for leading the investment teams for The Private Bank and Abbot Downing as well as supporting our financial advisors in serving our largest and most complex clients.
He also sits on the Wells Fargo Advisors Operating Committee.
Mr. Taback serves as the President and Chairman of the Boards of Trustees/Managers for the Global Alternative Investments Registered Funds and the President and Director of Global Alternative Investment Services, Inc. In addition to serving as Head of Global Alternative Investments, Mr. Taback serves as the Deputy Chief Investment Officer for Wells Fargo Private Bank.
In this capacity, he oversees the Portfolio Services Group, which manages client investment portfolios in excess of $30 billion, the Managed Disciplined Strategies Group responsible for portfolio overlay management and implementation, and the Equity Optimization Team that manages after-tax overlay management and equity portfolio transition accounts for high-net-worth clients.
Mr. Taback also manages the teams responsible for all desktop tools and applications used by The Private Bank investment professionals, data analytics, and performance reporting and attribution.
Mr. Taback served in various finance and investment roles with Blockbuster Entertainment (Viacom) supporting their music and Latin American divisions, and spent time working for Raymond James & Associates as a Financial Advisor.
He was the Director and President of A.G.
Edwards Capital, Inc.
Mr. Taback holds a Bachelor of Arts in Political Science from Syracuse University and a Master of Science in Accounting from Nova Southeastern University.
Actieve functies van Adam Ira Taback
| Bedrijven | Functie | Begin |
|---|---|---|
GAI Agility Income Fund
 GAI Agility Income Fund Investment Trusts/Mutual FundsMiscellaneous GAI Agility Income Fund is a non-diversified closed-end management investment company. The fund objective is to seek investment returns over various market cycles, with a majority of such returns derived from income. The company was founded on July 29, 2010 and is headquartered in Charlotte, NC. | Voorzitter | 06-09-2010 |
Wells Fargo Investment Institute, Inc.
 Wells Fargo Investment Institute, Inc. Investment ManagersFinance Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA). | Head-Equity Investments | 01-12-1996 |
Alternative Strategies Brokerage Services, Inc.
 Alternative Strategies Brokerage Services, Inc. Investment Banks/BrokersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Alternative Strategies Brokerage Services, Inc. is a company that provides brokerage services. The company is based in Boston, MA. | President | 05-01-2011 |
Global Alternative Investment Services, Inc. ,
 Global Alternative Investment Services, Inc. , Investment Banks/BrokersFinance Global Alternative Investment Services, Inc. provides brokerage and investment services. The private company is based in Charlotte. | President | 01-01-2010 |
Corbin Multi-Strategy Fund LLC
 Corbin Multi-Strategy Fund LLC Investment Trusts/Mutual FundsMiscellaneous Corbin Multi-Strategy Fund LLC, closed-end management investment company. It engages in allocating capital among various collective investment vehicles. The company was founded on January 4, 2011 and is headquartered Charlotte, NC. | Algemeen Directeur | - |
Eerdere bekende functies van Adam Ira Taback
| Bedrijven | Functie | Einde |
|---|---|---|
A.G. Edwards Capital, Inc.
 A.G. Edwards Capital, Inc. Investment ManagersFinance Based in St. Louis, Missouri, A.G. Edwards Capital, Inc. serves as general partner to private equity partnerships. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE) | President | 01-01-2017 |
GAI Aurora Opportunities Fund LLC
 GAI Aurora Opportunities Fund LLC Investment Trusts/Mutual FundsMiscellaneous GAI Aurora Opportunities Fund LLC is a closed-end management investment company. Its objective is to generate consistent long-term capital appreciation with diversification of risk through the use of a 'multi-manager, multi-strategy' investment strategy. The company was founded on November 19, 2010 and is headquartered in Charlotte, NC. | Voorzitter | 01-01-2016 |
GAI Mesirow Insight Fund LLC
 GAI Mesirow Insight Fund LLC Financial ConglomeratesFinance GAI Mesirow Insight Fund LLC provides investment services. The private company is based in Charlotte. | Voorzitter | 01-01-2015 |
Wells Fargo Alternative Asset Management LLC
 Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Founded in 2002, Wells Fargo Alternative Asset Management LLC is a fund-of-hedge fund manager located in San Francisco. The firm is a wholly-owned subsidiary of Wells Fargo Investment Group, Inc., which is a wholly-owned subsidiary of Wells Fargo & Co. (NYSE: WFC). Wells Fargo Alternative Asset Management creates and serves as the advisor to investment products appropriate for sophisticated investors and certain institutional investors that have a relationship with a representative of one or more Wells Fargo & Co. affiliates including Wells Fargo Bank and Wells Fargo Advisors LLC. | President | - |
Opleiding van Adam Ira Taback
| Syracuse University | Undergraduate Degree |
| Nova Southeastern University, Inc. | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 9 |
|---|---|
GAI Agility Income Fund
GAI Agility Income Fund Investment Trusts/Mutual FundsMiscellaneous GAI Agility Income Fund is a non-diversified closed-end management investment company. The fund objective is to seek investment returns over various market cycles, with a majority of such returns derived from income. The company was founded on July 29, 2010 and is headquartered in Charlotte, NC. | Miscellaneous |
Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. Investment ManagersFinance Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA). | Finance |
GAI Aurora Opportunities Fund LLC
GAI Aurora Opportunities Fund LLC Investment Trusts/Mutual FundsMiscellaneous GAI Aurora Opportunities Fund LLC is a closed-end management investment company. Its objective is to generate consistent long-term capital appreciation with diversification of risk through the use of a 'multi-manager, multi-strategy' investment strategy. The company was founded on November 19, 2010 and is headquartered in Charlotte, NC. | Miscellaneous |
Alternative Strategies Brokerage Services, Inc.
Alternative Strategies Brokerage Services, Inc. Investment Banks/BrokersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Alternative Strategies Brokerage Services, Inc. is a company that provides brokerage services. The company is based in Boston, MA. | Finance |
Wells Fargo Alternative Asset Management LLC
Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Founded in 2002, Wells Fargo Alternative Asset Management LLC is a fund-of-hedge fund manager located in San Francisco. The firm is a wholly-owned subsidiary of Wells Fargo Investment Group, Inc., which is a wholly-owned subsidiary of Wells Fargo & Co. (NYSE: WFC). Wells Fargo Alternative Asset Management creates and serves as the advisor to investment products appropriate for sophisticated investors and certain institutional investors that have a relationship with a representative of one or more Wells Fargo & Co. affiliates including Wells Fargo Bank and Wells Fargo Advisors LLC. | Finance |
Global Alternative Investment Services, Inc. ,
Global Alternative Investment Services, Inc. , Investment Banks/BrokersFinance Global Alternative Investment Services, Inc. provides brokerage and investment services. The private company is based in Charlotte. | Finance |
A.G. Edwards Capital, Inc.
A.G. Edwards Capital, Inc. Investment ManagersFinance Based in St. Louis, Missouri, A.G. Edwards Capital, Inc. serves as general partner to private equity partnerships. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE) | Finance |
Corbin Multi-Strategy Fund LLC
Corbin Multi-Strategy Fund LLC Investment Trusts/Mutual FundsMiscellaneous Corbin Multi-Strategy Fund LLC, closed-end management investment company. It engages in allocating capital among various collective investment vehicles. The company was founded on January 4, 2011 and is headquartered Charlotte, NC. | Miscellaneous |
GAI Mesirow Insight Fund LLC
GAI Mesirow Insight Fund LLC Financial ConglomeratesFinance GAI Mesirow Insight Fund LLC provides investment services. The private company is based in Charlotte. | Finance |
