Speaker Details

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Margaret Patel

Managing Director and Senior Portfolio Manager

Wells Fargo Advantage Funds


Margaret Patel is currently a managing director and senior portfolio manager with Wells Capital Management's Fundamental Equity group. She has been with Wells Capital Management or one of its predecessors since 2007. Previously, Ms. Patel served as a senior vice president and portfolio manager with Pioneer Investments, as well as a vice president with Third Avenue Funds and Northstar Investment Management. While working at Pioneer Investments, she was nominated twice for Morningstar's "Fixed Income Manager of the year." Ms. Patel has more than 30 years' experience managing various fixed-income and equity funds, and has been working in the investment management field since 1972. She was featured among the nation's top 20 mutual fund managers in Market Masters by Kirk Kazanjian, published by John Wiley Sons (February 2005) and in World Beaters published by Citywire Group (UK: December 2004). For Ms. Patel's extensive knowledge and expertise in the investment world, she has been quoted regularly in publications such as the Wall Street Journal, Barron's, Money, and BusinessWeek. She is also a frequent guest on both CNBC-TV and Bloomberg Business News television. Ms. Patel is a member of the New York Society of Security Analysts and received a BS in economics from the University of Pittsburgh.