Drawing on the strength of Wells Fargo, the Abbot Downing team tailors solutions to address clients’ complex needs across generations. Pepperdine Graziadio Business School. Nick has over ten years of experience in the financial services industry, including seven years managing the investments of ultra-high-net-worth individuals and families. Philip Jodz. Investment Analyst at Abbot Downing Duluth, Georgia 369 connections. He joined Abbot Downing in February 2012. Search Background Check Edit Listing. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. Investment-Analyst salaries at Abbot Downing can range from $54,925-$99,845. Dan joined Abbot Downing as an investment analyst in 2007. About Us The Abbot Downing Difference. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Pamela Laforty: Associate, Client Service Since Apr 2011. We partner with you and your advisors to manage the full impact of your wealth by crafting finely tuned strategies designed to … Contact Data. Keith received his master’s degree in business administration from Stanford University and his bachelor’s degree from Kalamazoo College. Join to Connect Abbot Downing. He began his investment career at Morgan Stanley, where he oversaw asset allocation and outside manager selection for client portfolios. Nick and his wife, Emma, reside with their son in Minneapolis, Minnesota and enjoy spending their free time on the golf course and at their cabin. Abbot Downing Business Data 401 S Tryon St 2nd Floor, Charlotte, NC 28202, USA (888) 648-8157 www.abbotdowning.com. 1500 Market Street, 20th Floor. Mr. Erickson joined Lowry Hill in 2000 to help establish the Naples, Florida, office. Not Insured by the FDIC or Any Federal Government Agency, Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate, Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested, Trust, Fiduciary, and Administrative Services. All rights reserved. This invitation-only event will present and explore distinctive investment opportunities in an exclusive setting for individuals, families, family offices, foundations, and endowments. He previously worked at Abbot Downing, the multi-family office unit of Wells Fargo, where his assets under advisement reached over $500 million. He is responsible for providing investment management solutions across all major asset classes in client portfolios. Abbot Downing. Carol M Schleif is Deputy Chief Investment Officer at Abbot Downing Investment Advisors. Philadelphia Abbot Downing Office 1500 Market Street Centre Square West - 20th Floor Philadelphia, PA 19102 888-648-8157 View Map. Craig-Hallum Capital GroupTrading Ops Mar 2009 - Jan 2012. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the Washington Society of Investment Analysts. Serving your best interests is at the heart of everything we do. Lewis Downing Junior assumed leadership of the new partnership. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society of Minnesota. Learn how to enable cookies. Investment Analyst salaries at Abbot Downing can range from $54,969-$100,685. Based on 1 salaries posted anonymously by Abbot Downing Investment Analyst employees in Minneapolis. Overview. is a bank affiliate of Wells Fargo & Company. 212-845-9143. Member FDIC. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. See if they're hiring! Join to Connect. Wells Fargo Bank, N.A. Philadelphia, PA 19102. Abbot Downing, with $38 billion in client assets, is part of Wells Fargo's Wealth, Brokerage and Retirement group, a leading U.S. wealth manager, with $1.7 trillion in client assets. © 2020 Wells Fargo Bank, N.A. External Investment Analyst at Abbot Downing Investment Advisors. This estimate is based upon 2 Abbot Downing Investment Analyst salary report(s) provided by employees or estimated based upon statistical methods. 267-321-5922. Rob has more than 12 years of experience in the investment management industry. Trying to get in touch with Brian Lane? Nick has over ten years of experience in the financial services industry, including seven years managing the investments of ultra-high-net-worth individuals and families. Philadelphia, PA 19102. Abbot Downing. Salaries, reviews, and more - all posted by employees working at Abbot Downing. Abbot Downing Investment Advisors Abbot Downing provides comprehensive services to ultra-high-net-worth clients. 9 Attention-Grabbing Cover Letter Examples, 10 of the Best Companies for Working From Home, The Top 20 Jobs With the Highest Satisfaction, 12 Companies That Will Pay You to Travel the World, 7 Types of Companies You Should Never Work For, How to Become the Candidate Recruiters Can’t Resist, Investment Analyst Salaries in San Francisco, Investment Analyst Salaries in Washington, Investment Analyst Salaries in Los Angeles, Investment Analyst Salaries in Hermosa Beach, Investment Analyst Salaries in Philadelphia, 11 Words and Phrases to Use in Salary Negotiations, 10 High-Paying Jobs With Tons of Open Positions, Negotiating Over Email? Investment Analyst Since Feb 2012. Berardi holds the Chartered Financial Analyst® designation, and is a member of the CFA Institute and Washington Society of Investment Analysts. Prior to Abbot Downing, Nick worked in trading operations at Craig-Hallum Capital Group and as an analyst with Mount Yale Capital Group. Glassdoor will not work properly unless browser cookie support is enabled. About. ), 7 of the Best Situational Interview Questions. See how your offer stacks up to other pay packages and negotiate confidently. the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. Live CFA Level I Review Program; … He joined the firm in June 2005.Mr. Leadership; Volunteer; News; New Charterholders; CFA® Program. His role prioritizes the preservation and growth of client wealth through asset allocation, security selection, and both tax and fee efficiency in each account under management. December 7, The Plaza New York 8:00 a.m. – 2:00 p.m. 1500 Market Street, 20th Floor. Check out the latest Abbot Downing Jobs. Investment Analyst Abbot Downing August 2019 – Present 2 months. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address RelSci Relationships. 55. A free inside look at Abbot Downing salary trends based on 11 salaries wages for 9 jobs at Abbot Downing. Abbot Downing Investment Symposium. Biography. See all Investment Analyst salaries to learn how this stacks up in the market. Prior to Abbot Downing, Nick worked in trading operations at Craig-Hallum Capital Group and as an analyst with Mount Yale Capital Group. Abbot-Downing Company Abbot continued building vehicles under the name Abbot-Downing Company of Concord, New Hampshire. Greater Minneapolis-St. Paul Area. Charlotte, North Carolina. Exploring unique opportunities. Develop interpersonal skills through interaction with clients and colleagues nationwide Environment conducive to learning (e.g. Nick is a portfolio manager in Abbot Downing’s Minneapolis office. This estimate is based upon 2 Abbot Downing Investment-Analyst salary report (s) provided by employees or estimated based upon statistical methods. Lewis Downing retired in 1865, and his two sons joined in partnership with Abbot. For more than 40 years, Abbot Downing has focused solely on the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments to help preserve and grow assets while building legacies across generations. How to Answer: What Are Your Strengths and Weaknesses? 767 5th Avenue, 33rd Floor . Mr. Brian Lane is an Investment Associate at Wells Fargo Family Wealth. In 2004, Keith became an investment principal at Abbot Downing’s predecessor company, Lowry Hill, where he managed client relationships and was a member of the firm’s investment strategy, income equity, value equity, and international equity teams. Investment Analyst. See what employees say it's like to work at Abbot Downing. Abbot Downing has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of this website. 267-321-5943. US BankVice President Jan 2002 - Dec 2011. He is responsible for providing clients with strategic, long-term investment guidance through Abbot Downing’s disciplined, comprehensive, and objective investment planning process. Greater Philadelphia Area 8 Questions You Should Absolutely Ask An Interviewer, Investment Banking Analyst salaries ($77k). He joined Abbot Downing in February 2012. Paul Cummings. Parnell Kingsley : Vice President Since Jan 2012. CFA Society South Florida Currently selected. Nick earned a bachelor of business administration degree from the University of Notre Dame. About Us. Abbot Downing . New York, NY 10153. For more than 40 years, Abbot Downing has served the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments. Associate, Asset Management Abbot Downing (A Wells Fargo Company) Jun … Deposit products offered by Wells Fargo Bank, N.A. See Carol M Schleif's compensation, career history, education, & memberships. Mar 2020 – Present 8 months. Develop interpersonal skills through interaction with clients and colleagues nationwide Environment conducive to learning (e.g. Check out the latest Investment Analyst Jobs or see Investment Analyst Salaries at other companies. Investment Associate Abbot Downing. Salaries posted anonymously by Abbot Downing employees. Dan has previously worked as a client portfolio manager and as a research analyst for the firm’s international equity strategy. Contact. Through our team-based approach, we leverage the knowledge of leaders from six integrated disciplines to address the financial, social, and personal dimensions of your wealth. Average salary for Abbot Downing Investment Analyst in Minneapolis: $56,940. Mar 2019 – Present1 year 6 months. External Investment Analyst Abbot Downing. Prior to Abbot Downing, Mr. Erickson was an investment principal at Lowry Hill. Senior Analyst at Abbot Downing Winston Salem, North Carolina 500+ connections. Lane received his undergraduate degree at Boston College. Greater Minneapolis-St. Paul Area. Mar 2014 – Present 6 years 7 months. Copyright © 2008–2021, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Stock Bonus, Profit Sharing, Commission Sharing, Tips have not been reported for this role. Investment Analyst Abbot Downing. Patrick Beaudry: Director, Financial Planning Since Apr 2007. Abbot Downing Investment-Analyst Salaries. Douglas Getty. NMLSR 399801. Investment Analyst, Asset Management at Abbot Downing Scottsdale, Arizona 500+ connections. Aug 2018 – Mar 2020 1 year 8 months. AllBiz Business Profile Search Professional Contact Details . Join to Connect . Here’s Exactly What to Write to Get Top Dollar, How To Follow Up After an Interview (With Templates! He is also a co-chair of the Abbot Downing Asset Allocation Committee. Wachovia BankSenior Portfolio Manager 2003 - 2007. and its various affiliates and subsidiaries. University of Georgia - Terry College of Business. Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal and tax advisors to determine how this information may apply to your own situation. Of experience in the Market solutions to address clients ’ complex needs across.. Of abbot downing investment analyst administration from Stanford University and his bachelor ’ s degree from Kalamazoo College Square -! Estimate is based upon 2 Abbot Downing salary trends based on 11 salaries wages for 9 jobs Abbot... Analyst Abbot Downing Abbot Downing Investment Advisors interpersonal skills through interaction with and. 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