DIRECTOR, PAST PRESIDENT, & VOLUNTEER CHAIR
Mr. Steven Novak, CFA, is a Senior Vice President and Senior Investment Strategist at Wells Fargo Private Bank. As part of investment management, Mr. Novak works with Non-Resident Aliens (NRAs) to create asset allocation strategies and build portfolios to help meet clients' investment objectives, while managing risk.
Mr. Novak began his career in the f nancial services industry in i 1988 with Merrill Lynch's Latin American Private Client Services unit in New York. He moved to Miami in 1991 to join ABN AMRO Bank, who assigned him to Buenos Aires, Montevideo, and Taipei, where he was in various executive management positions. He joined Wells Fargo in 2002 as an Investment Manager in the San Diego Private Client Services office and was later promoted to Regional Investment Manager. In 2005 he moved to Buenos Aires, Argentina to accept a job at AIG's Private Bank, where he stayed for 5 years. In 2010 he moved back to the United States, re-joining Wells Fargo Private Bank in Miami, Florida.
Mr. Novak earned his Bachelor of Arts in Business Administration from the University of Washington in Seattle, and his MBA from the Thunderbird School of Global Management in Phoenix. He is a Chartered Financial Analyst (CFA). Mr. Novak enjoys golf, tennis, running and is a voracious reader. He is an avid world traveler. He is a member of the CFA Society of Miami, where he is immediate Past President and Director.