Bob J. Whitehead

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Mr. Bob J.
Whitehead is a Director at Wells Fargo Family Wealth.
Prior to joining the firm in 2001, Mr. Whitehead served as the Chief Investment Officer of Tanager Financial Services.
He spent the bulk of his career with Standish, Ayer & Wood and at Digital Equipment Corp.
At Standish, he was on the executive team and managed institutional and individual portfolios.
At Digital, he formed and managed the company’s investment department, whose main responsibility was directly investing the U.S.
pension fund.
Mr. Whitehead received his BA from Wheaton College (Illinois) and an MBA from Harvard Business School.
He is a Chartered Financial Analyst and a member of the CFA Institute.

Former positions of Bob J. Whitehead

Companies	Position	End
Wells Fargo Family Wealth Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate.	Portfolio Manager-Equities	2013-08-06
Tanager Financial Services, Inc. Tanager Financial Services, Inc. Investment ManagersFinance Provides independent wealth advisory and management services to high net worth individuals, families, and related charitable entities	Chief Investment Officer	2004-10-30
Standish Mellon Asset Management Co. LLC Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time.	Corporate Officer/Principal	-

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Private companies	5
Standish Mellon Asset Management Co. LLC Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time.	Finance
Tanager Financial Services, Inc. Tanager Financial Services, Inc. Investment ManagersFinance Provides independent wealth advisory and management services to high net worth individuals, families, and related charitable entities	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wheaton College (Illinois) Wheaton College (Illinois) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Family Wealth Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth focuses on extensive manager research with the goal or providing a wide variety of sophisticated investment strategies that are not widely available to individual investors. The firm's ongoing Risk Optics approach seeks to align each client's investments with their overall risk tolerance. Though not limited by sector Wells Fargo Family Wealth tends to invest in the stocks of US mid-cap and large-cap companies in the finance, electronic technology, health technology and retail sectors. The firm maintains a low turnover rate.	Finance