AB Bernstein
Wells Winfrey began their work experience in 2005 as an Assistant Analyst at Omnicom before transitioning to AB Bernstein in 2007. At AB Bernstein, Wells held the role of Institutional Sales from February 2007 to January 2010, and then progressed to become a VP/Director, Sales Trader from February 2010 onwards.
Wells Winfrey attended The Hotchkiss School from 1998 to 2001. After that, they pursued a Bachelor of Arts degree in English from Trinity College-Hartford, which they completed in the years 2001 to 2005. In addition to their formal education, Wells Winfrey has obtained certifications in various financial and securities-related exams, such as the Equity Trader Limited Representative Exam, General Securities Representative Exam, New Entrants Course (NEC) Exam, and Uniform Securities Agent State Law Exam. The institutions where they obtained these certifications include the Financial Industry Regulatory Authority (FINRA) and the Canadian Securities Institute (CSI). The specific months and years when they obtained these certifications are not provided.
AB Bernstein
Bernstein is widely recognized as Wall Street's premier sell-side research and brokerage firm, with a global equity trading platform that spans the U.S., Europe, and Asia. Our firm was founded in the U.S. in 1967 and in the U.K. in 1999. Our research and trading capabilities are sought out by leading investment managers around the world, and we are annually ranked at the top of our industry by acknowledged arbiters. In independent surveys of major institutional clients, Bernstein's research is ranked #1 for overall quality, industry knowledge, most trusted, best detailed financial analysis, major company studies, most useful valuation frameworks and best original research. In Institutional Investor’s latest annual client survey, the leading survey by which research analysts in our industry are evaluated, over 90% of our U.S. analysts and the majority of our European Analysts were recognized as among the best in their respective fields – more than any other firm in our industry. We began operations in Hong Kong in 2010, and now cover a range of sectors across Asia. Our European research team is also home to Extel's #1-ranked analyst across Europe. In April 2019 we acquired Autonomous Research, a highly regarded global financial services independent research firm. The combination of Bernstein and Autonomous solidifies our standing as the largest global independent research firm. Research has always been Bernstein's calling card. The brand is defined by our renowned Blackbooks, known for their unbiased, in-depth company and industry forecasts. We have a community of Research Analysts who are acknowledged thought leaders that typically have many years of experience in the industries they cover. Our reputation is for the very highest caliber of independent and disciplined investment and industry analysis. We are a wholly-owned subsidiary of our buy-side parent, AB.