Wells Fargo

Wells Fargo & Company, established in 1852, is a diversified financial services company headquartered in San Francisco, California. It offers a wide range of products and services, including banking, investment, mortgage, and consumer and commercial finance, to individuals, businesses, and institutions worldwide. The company operates through three main segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. Community Banking provides retail banking services such as checking and savings accounts, credit cards, and various lending products. Wholesale Banking offers commercial banking, capital markets, and investment banking services, including corporate loans, lines of credit, and investment banking services. Wealth and Investment Management delivers personalized wealth management, investment, and retirement products and services. Wells Fargo also provides fund administration, middle-office, and operations services to alternative investment managers through its subsidiary, Wells Fargo Global Fund Services. The company operates through approximately 7,400 locations and 13,000 ATMs, with offices in 32 countries and territories.

John Albright

Managing Director and Head of Capital Markets

Rodney Altman

Managing Director, Healthcare

Manpreet Bagga

Vice President

Duane Bouligny

Managing Director

Douglas Braunstein JD

Vice Chairman

Keith Cable

Managing Director, Diversified Industries

Chris Carter

Managing Director, Diversified Industries

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Principal Technology Investments

Inessa Even

Managing Director, Principal Technology Investments

Richard Gan

Managing Director and Head of Diversified Industries

Darlene Goins

Head of Philanthropy and Community Impact, President

John Hukari

Managing Director and COO

Ellen Koebler

Chief Credit Officer and Executive Vice President

Michael Nepveux

Managing Director, Diversified Industries

Matthew Raubacher

MD / Division Head Tech Strategic Capital (Venture Equity, Growth Equity and Alternative Solutions)

Thomas Richardson

Group Managing Director

Fernando Rivas

CEO

John Ryan

Managing Director and Head of Healthcare Investments

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Mikhail Zhukov

Managing Director, Diversified Industries

Tim Rafalovich Ph.D

Managing Director and Head of Fund Investing

Past deals in Charity

The Community Foundation

Grant in 2024
The Community Foundation is a non-profit organization that provides grants for literacy, communities, and scholarships.

SoLa Foundation

Grant in 2024
SoLa Foundation is a charity that offers education, economic mobility, and community development services to improve the lives of residents.

HBCU CDAC

Grant in 2024
HBCU CDAC is a nonprofit organization dedicated to supporting low-income students through educational initiatives and sponsorship programs. It focuses on promoting historically black colleges and minority-serving institutions, as well as community development corporations. The organization advocates for economic development that fosters wealth creation and sustainable community growth. By providing resources and opportunities, HBCU CDAC aims to empower students to become high-wage earners and active contributors to their communities, equipping them with the skills to become financial and social entrepreneurs, investors, and philanthropists.

Rebuilding Together

Grant in 2023
Rebuilding Together is a nonprofit organization that focuses on repairing homes, revitalizing communities, and rebuilding lives.

Miami Foundation

Grant in 2022
The Miami Foundation is an independent non-profit private foundation established in 1967 and based in Miami, Florida. It focuses on addressing social issues such as illiteracy, hunger, homelessness, poverty, and the arts. The foundation is dedicated to supporting small, historically disadvantaged, minority business owners through initiatives like the Miami Open for Business project, which aims to help these entrepreneurs acquire essential assets, including property, equipment, and technology. By fostering generational wealth and resilience within the community, the Miami Foundation plays a critical role in enhancing the economic landscape of Miami-Dade County. Its executive management team oversees the foundation's assets and strategic direction.

Amicus.io

Series B in 2020
Amicus.io is a fintech company that offers a philanthropic platform designed to streamline charitable giving for clients of financial institutions. Founded in 2017 and headquartered in Charlotte, North Carolina, Amicus.io specializes in creating an integrated giving experience that combines online banking with philanthropic activities. Its platform supports donor-advised funds and is tailored for community foundations and charities, allowing for seamless integration with existing systems, such as online banking, peer-to-peer payment systems, and roundups. By focusing on impact monitoring and mobile software, Amicus.io aims to provide a simple and immersive donation experience that encourages more individuals to engage in philanthropy.

Samaritan House

Grant in 2019
Samaritan House is sensitive to the fact that oppressed groups often encounter marginalization and face barriers to receiving support services. They seek to increase access and inclusivity, especially for those who are marginalized, disadvantaged or oppressed. Samaritan House strives to promote equal access to all individuals in need of support services. Samaritan House offers housing, case management, counseling, victim advocacy, transportation, medical assistance, food assistance, group therapy, job training and more to individuals and families experiencing domestic violence, sexual assault.

Misericordia University

Grant in 2018
Misericordia University, a small, Catholic school in Dallas, Pennsylvania, truly embodies the Catholic mission of service and support by offering traditional as well as alternative degree programs for individuals of all backgrounds. Majors at Misericordia include Business, various concentrations in fine arts, liberal arts and professional healthcare, and service-oriented fields like Nursing, Occupational Therapy and Social Work. Many of Misericordia’s approximately 2,000 students come directly from high school to earn a bachelor’s degree. However, Misericordia also provides degree programs for those from less conventional backgrounds. Its program for single mothers, for example, allows those in this situation to earn a bachelor’s degree on a schedule that’s workable for them, and also grants financial aid and other types of support. There is also the Expressway program, another flexible alternative to a bachelor’s degree designed exclusively for working adults. Additional alternative options may be found in Misericordia’s graduate program offerings and through the Division of Continuing and Adult Education. Since Misericordia is a small college, students may benefit from personalized services that provide counseling, career coaching, academic advising and other means of support. There are also more than 40 student clubs and a campus ministry program that provide opportunities to socialize with fellow students while also pursuing an outside interest. A fairly competitive school, Misericordia usually admits traditional undergraduate freshmen who are in the top quarter of their high school class. However, standards for other applicants may differ depending on whether one is applying as a transfer, alternative or graduate student. Financial aid is awarded through various sources to eligible students.
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