WFC Healthcare ER Team

hey guys. i wanted to ask if anybody here knew anything about WFC's healthcare ER team since I saw they have a VP opening covering healthcare tech and managed care. i've seen a lot of the advice on this forum is focusing on the analyst and finding someone who has a strong reputation and is a good mentor so i was hoping to get some insight on this team.

also would like to see if anybody has general advise on breaking into a role like this. i have 5+ years of experience in corporate development working at a major health insurer and have my cfa and cpa. i have always had a passion for following the markets and manage my own portfolio. i was thinking of getting a mba to break in but i figure it might make sense to just go directly for the job i always wanted instead of spending two years in school and $350k+ in tuition and opp cost.

but would be interested in hearing others thoughts on this and see if anybody has insight or advice.

409 WSO Academy Equity Research Session Reviews: 4.83/5

Class of '25 Nov 2026 Cohort

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“Chris was very easy to talk to and made the session feel relaxed and genuinely useful. He gave me clear, actionable tasks that I can go away and work on straight away to expand my network. I hope to reconvene with him at a later date to discuss the progress I have made and get his feedback on the work I have been doing.”

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“Craig gave me a really clear picture of how sell-side equity research actually works. The biggest takeaway was that research is a service business built on trust, not on picking stocks, and that analysts are paid on rankings rather than on whether a call is right. He was honest that even a 60% hit rate is excellent, and that it matters more to understand where you went wrong than where you were right. I also liked his point about not being “unintelligently wrong”: own the mistake and explain it well. On the practical side, he told me to start now by running a blog, posting on Seeking Alpha, using Koyfin as a cheap Bloomberg alternative, and using AI to draft commentary so I have more time to think deeply and explore other sectors. He also explained that research recruiting is much more targeted than IB, since sector teams are fairly autonomous, so I should reach out to senior analysts in specific sectors and recommend based on fit. His own path from no finance background, through China, to Wharton was encouraging. My one suggestion would be a quick walkthrough of what a strong first report looks like beyond the core pieces (recommendation, risks, summary, price target).”

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Authored by: Certified Asset Management Professional - Research AnalystCertified Asset Management Pro

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WFC Healthcare ER Team

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WFC Healthcare ER Team

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