General Investing >> Money Manager Interviews >> May 28, 2001

Roger Palley – Wells Fargo & Co.

ROGER PALLEY is the National Director of Value Strategies at Wells Fargo Private Client Services Investment Team. Prior to joining the firm, he co-owned and was President and Chief Investment Officer of Palley- Needelman Asset Management, Inc., a large cap value investment management firm based in Newport Beach, California. Mr. Palley began his career on Wall Street in 1964 in economic research, securities research and portfolio management. He was associated with Dreyfus & Company as well as with Oppenheimer & Co. Mr. Palley joined the Title Insurance Company in Los Angeles in 1970 as a Portfolio Manager and Analyst. In 1980, he moved to Winrich Capital Management in Newport Beach, California, where he became a Principal, Senior Investment Officer and head of the Client Services Division. Active in his community, he was awarded Outstanding Philanthropist by the National Society of Fund Raising Executives in 1998. He was Chairman of the Board of Trustees of the Pegasus School in Orange County and is currently on the Finance Committee of the school. Mr. Palley earned his Bachelor's degree in Business Administration at the University of Denver and a Master's degree in Finance from California State University, Long Beach. He also earned a Master's degree in Accounting from the University of Southern California. Mr. Palley became a Chartered Financial Analyst in 1975. Profile
TWST: What do you usually like to emphasize, as national director of

value strategies, to the portfolio managers and clients of Wells Fargo's

Private Client Services Private Asset Management group