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Wells Fargo Colorado Tax-free Fund - Class Admin (0P00002OOA)
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15/03 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 18.27M
Wells Fargo Colorado Tax-Free Fund - Class Admin
10.710
+0.010
+0.09%
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0P00002OOA Overview
On this page you'll find an in-depth profile of Wells Fargo Colorado Tax-free Fund - Class Admin. Learn about the key management, total assets, investment strategy and contact information of 0P00002OOA among other information.
Investment Strategy
The investment seeks current income exempt from federal income tax and Colorado individual income tax. The fund normally invests at least 80% of the fund's net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax (AMT), and Colorado individual income tax. It invests up to 20% of the fund's net assets in securities whose interest is subject to federal income tax, including federal AMT.
Contact Information
Address
525 Market Street
San Francisco,CA 94105
United States
San Francisco,CA 94105
United States
Phone
800-222-8222
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Terry J. Goode | Senior Portfolio Manager | 2011 | 2019 |
| Biography | Terry Goode is a senior portfolio manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team, where he manages California, Arizona, Colorado, and Oregon funds and separate accounts. Previously, Terry served as the leader of the WFAM Tax-Exempt Research team, where he managed a group of professionals who provide credit research for the Municipal Fixed Income team. He also specialized in directly covering a number of municipal sectors. Prior to joining WFAM in 2002, he performed similar research duties and provided bond ratings as a director at Standard & Poor’s Credit Market Services, focusing on health care, education and nonprofit sectors. He began his investment industry career in 1995 when he held a similar position with Wells Fargo Bank’s health care division, analyzing the credit quality for a variety of nonprofit and corporate health care organizations. He earned a bachelor’s degree in economics from the University of California, Los Angeles, and a master’s degree in business administration with an emphasis in finance and investment strategy from the Haas School of Business at the University of California, Berkeley. Terry is a member of the California Society of Municipal Analysts, the National Federation of Municipal Analysts and the Healthcare Financial Management Association. His industry comments can often be found in The Bond Buyer. | ||
| Adrian Van Poppel | - | 2005 | 2019 |
| Biography | Adrian Van Poppel is a senior portfolio manager for the Wells Fargo Asset Management (WFAM) Municipal Fixed Income team, where he manages the California and Colorado tax-exempt funds, as well as separate accounts in Arizona and California. He joined Wells WFAM in 1997, and was responsible for trading cash positions of repurchase agreements and sweep for all mutual funds. He began his investment industry career in 1996. He earned a bachelor’s degree in business administration and economics as well as a master’s degree in financial analysis and investment management from Saint Mary’s College in Moraga, California. He is a member of the California Society of Municipal Analysts and the Municipal Bond Club of San Francisco. | ||
| Stephen Galiani | Director | 2006 | 2011 |
| Biography | Galiani joined Wells Capital Management in 1997. Prior to Wells Capital Management, he served as Director of Fixed Income from 1995 to 1997 for Qualivest Capital Management. He was President from 1990 to 1995 of Galiani Asset Management Corporation, an independent advisory practice. | ||
| Arthur C. Evans | Manager | 2000 | 2006 |
| Biography | Evans joined Wells Capital Management in 2000 managing public fixed income and municipal bond mutual funds and institutional private accounts on the Tax-Exempt Fixed Income Team. Prior to joining the firm in 2000, Evans was responsible for the investment operations of PennCorp Financial Group, a $6 billion life and health insurance company, as its Chief Investment Officer from 1995 to 1999. | ||
| Stephen Galiani | Director | 2000 | 2005 |
| Biography | Galiani joined Wells Capital Management in 1997. Prior to Wells Capital Management, he served as Director of Fixed Income from 1995 to 1997 for Qualivest Capital Management. He was President from 1990 to 1995 of Galiani Asset Management Corporation, an independent advisory practice. | ||
| Mark Walter | Portfolio Manager | 1999 | 2001 |
| Biography | Walter joined Wells Capital Management in 1999 as a portfolio manager with the tax-exempt fixed-income team, and simultaneously held the position of assistant portfolio manager at Norwest Investment Management (since 1997) until both firms combined investment advisory services under the WCM name in 1999. Previously, he worked as an investment consultant for Kirkpatrick Petris. | ||
| William T. Jackson | Managing Director | 1994 | 2000 |
| Biography | Jackson joined Wells Capital Management in 1998 as a managing director of tax-exempt fixed-income and simultaneously held this position at Norwest Investment Management since 1993 until both firms combined investment advisory services under the WCM name in 1999. Previously, he was a vice president and institutional trader with Kemper from 1984 to 1991. Jackson is a Chartered Financial Analyst. | ||
| Marjorie H. Grace | Vice President, Portfolio Manager | 1993 | 1994 |
| Biography | Grace is vice president and portfolio manager with Norwest Investment Management, her employer since 1992. Previously, she served as a portfolio manager with United Bank of Denver for two years. Grace also served as a portfolio manager with Columbia Savings for two years, and as a trader with Norwest Investment Services for a year. Grace is a member of the Rocky Mountain Municipal Analysts Society, the Denver Society of Security Analysts, and Financial Women International. | ||
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