MiB: Gina Martin Adams, Wells Fargo’s head of Equity...

This week on Masters in Business I sit down with Gina Martin Adams, where she is a Managing Director and the Institutional Equity Strategist for Wells Fargo Securities, LLC based in New York, NY.

Adams has been named to Institutional Investors’ All-America Research team. She has the relatively rare dual designations as both a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT). Jeff DeGraff, a prior MiB guest, is the only other CMT/CFA I know of. She is also member of the Technicians Association, the American Association of Professional Technical Analysts, and the Financial Women’s Association.

Adams was working as an economist at Wachovia Securities up until 2007, when she moved to the equity research department. The timing was inauspicious, as her first year saw the financial crisis hit Wall Street. She describes how Wachovia was in the process of being sold to Citibank (via an FDIC shotgun wedding) when Wells Fargo came along to scooped them up by snatching the bank way from Citi, which the midst of the crisis, was having its own issues. The insider perspective of what was taking place at a large bank during the collapse is quite fascinating.

You can hear the full interview, including the podcast extras, by streaming it below; you can also download the podcast at iTunesSoundcloud or Bloomberg. All of our earlier podcasts can be found at iTunesSoundcloud and Bloomberg.

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Next week, we speak with Bill McBride of the highly regarded economics blog Calculated Risk.

 

 


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