Jennifer Fritzsche

Managing Director – Wells Fargo Securities


Research Interests

  • 5G infrastructure (including fiber densification, small cells, macro towers)
  • Telecom and cable capital expenditure analysis 
  • Data center growth driven by Hyper-Scale Cloud spend
  • Wireless spectrum deep-dive analysis 

About

Jennifer Fritzsche is a Managing Director at Wells Fargo Securities focused on telecommunications services (wired and wireless), and cable, data center, and tower sectors.  She has been in this role at Wells Fargo since 1995. She provides differentiated, relevant industry views, detailed financial and valuation models, deep market insight, and highly respected investment opinions to the money management community. Fritzsche has a  career record of success in providing thought leadership, strategic vision, and business insight leading to significant business growth and shareholder value.  She is a client-focused leader who is a trusted advisor and partner to clients, investors and boards of directors.  She and her team have done much work on the topic of 5G and the infrastructure needed to come to support this service. She is a frequent guest on CNBC, Bloomberg TV and featured speaker at industry conferences, seminars, and other symposia nationwide.  She speaks at many of the industry and trade conferences and often is asked to participate in many Washington, D.C. regulatory telecom seminars and events. Her work is widely quoted by numerous trade press outlets as well as the Wall Street Journal and Bloomberg News. Fritzsche and her team are recipients of numerous industry awards – including Institutional Investor ranked analyst (both 2017 & 2018).  Fritzsche earned a BA in history from the College of the Holy Cross in Worcester, Massachusetts and an MBA from Northeastern University in Boston, Massachusetts where she graduated summa cum laude.