Roger D. Newell

Mr. Newell joined Wells Capital Management in 2003.
He came to Wells Capital Management after serving as Chairman and Chief Investment Officer at Newell Associates, which he founded, from 1986 until 2003, where he managed portfolios for institutional and private clients and publicly-offered mutual funds.
Mr. Newell’s professional career includes tenure at the Bank of California where he served from 1958 until his departure in 1986 to form Newell Associates.
While at the Bank of California, he held various portfolio management positions including Vice President and associate Chief Investment Officer, chairman of the Investment Policy Committee, Chairman of the Trust Commingled Fund Committee, and head of Coastwide Portfolio Management.
Mr. Newell holds a JD degree from Harvard Law School.
He obtained his B.A.
degree and an M.A.
degree in Economics and Finance from the University of Minnesota.