University of Georgia - Terry College of Business. 55. A free inside look at Abbot Downing salary trends based on 11 salaries wages for 9 jobs at Abbot Downing. 1500 Market Street, 20th Floor. CFA Society South Florida Currently selected. He joined Abbot Downing in February 2012. Mr. Erickson joined Lowry Hill in 2000 to help establish the Naples, Florida, office. Wells Fargo & Company and its affiliates do not provide legal advice. Drawing on the strength of Wells Fargo, the Abbot Downing team tailors solutions to address clients’ complex needs across generations. Abbot Downing. Glassdoor will not work properly unless browser cookie support is enabled. This estimate is based upon 2 Abbot Downing Investment Analyst salary report(s) provided by employees or estimated based upon statistical methods. Leadership; Volunteer; News; New Charterholders; CFA® Program. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address 8 Questions You Should Absolutely Ask An Interviewer, Investment Banking Analyst salaries ($77k). Based on 1 salaries posted anonymously by Abbot Downing Investment Analyst employees in Minneapolis. Contact Data. Senior Analyst at Abbot Downing Winston Salem, North Carolina 500+ connections. 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. Mar 2020 – Present 8 months. Live CFA Level I Review Program; … He began his investment career at Morgan Stanley, where he oversaw asset allocation and outside manager selection for client portfolios. Salaries, reviews, and more - all posted by employees working at Abbot Downing. Lewis Downing retired in 1865, and his two sons joined in partnership with Abbot. US BankVice President Jan 2002 - Dec 2011. 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. See if they're hiring! Abbot-Downing Company Abbot continued building vehicles under the name Abbot-Downing Company of Concord, New Hampshire. Investment Analyst Abbot Downing August 2019 – Present 2 months. Greater Minneapolis-St. Paul Area. He joined Abbot Downing in February 2012. ), 7 of the Best Situational Interview Questions. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the Washington Society of Investment Analysts. 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. Philadelphia Abbot Downing Office 1500 Market Street Centre Square West - 20th Floor Philadelphia, PA 19102 888-648-8157 View Map. He is also a co-chair of the Abbot Downing Asset Allocation Committee. He is responsible for providing investment management solutions across all major asset classes in client portfolios. Join to Connect. Biography. Investment Associate Abbot Downing. Douglas Getty. See how your offer stacks up to other pay packages and negotiate confidently. Berardi holds the Chartered Financial Analyst® designation, and is a member of the CFA Institute and Washington Society of Investment Analysts. Learn how to enable cookies. Please consult your legal and tax advisors to determine how this information may apply to your own situation. Abbot Downing Investment Symposium. Overview. Philadelphia, PA 19102. 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. Philadelphia, PA 19102. Investment Analyst Abbot Downing. Trying to get in touch with Brian Lane? Contact. RelSci Relationships. External Investment Analyst at Abbot Downing Investment Advisors. Paul Cummings. We partner with you and your advisors to manage the full impact of your wealth by crafting finely tuned strategies designed to … the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. Develop interpersonal skills through interaction with clients and colleagues nationwide Environment conducive to learning (e.g. Dan joined Abbot Downing as an investment analyst in 2007. 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. 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. Nick earned a bachelor of business administration degree from the University of Notre Dame. Average salary for Abbot Downing Investment Analyst in Minneapolis: $56,940. Abbot Downing Business Data 401 S Tryon St 2nd Floor, Charlotte, NC 28202, USA (888) 648-8157 www.abbotdowning.com. Mar 2019 – Present1 year 6 months. Mr. Brian Lane is an Investment Associate at Wells Fargo Family Wealth. Wachovia BankSenior Portfolio Manager 2003 - 2007. Serving your best interests is at the heart of everything we do. December 7, The Plaza New York 8:00 a.m. – 2:00 p.m. 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? 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. About. Patrick Beaudry: Director, Financial Planning Since Apr 2007. Lane received his undergraduate degree at Boston College. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. See what employees say it's like to work at Abbot Downing. Lewis Downing Junior assumed leadership of the new partnership. 212-845-9143. Investment Analyst salaries at Abbot Downing can range from $54,969-$100,685. Rob has more than 12 years of experience in the investment management industry. See Carol M Schleif's compensation, career history, education, & memberships. Wells Fargo Bank, N.A. How to Answer: What Are Your Strengths and Weaknesses? He joined the firm in June 2005.Mr. See all Investment Analyst salaries to learn how this stacks up in the market. and its various affiliates and subsidiaries. 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. Develop interpersonal skills through interaction with clients and colleagues nationwide Environment conducive to learning (e.g. This estimate is based upon 2 Abbot Downing Investment-Analyst salary report (s) provided by employees or estimated based upon statistical methods. Join to Connect . 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. Check out the latest Investment Analyst Jobs or see Investment Analyst Salaries at other companies. Deposit products offered by Wells Fargo Bank, N.A. Aug 2018 – Mar 2020 1 year 8 months. Abbot Downing Investment-Analyst Salaries. Greater Philadelphia Area Prior to Abbot Downing, Nick worked in trading operations at Craig-Hallum Capital Group and as an analyst with Mount Yale Capital Group. Investment-Analyst salaries at Abbot Downing can range from $54,925-$99,845. About Us. He is responsible for providing clients with strategic, long-term investment guidance through Abbot Downing’s disciplined, comprehensive, and objective investment planning process. Keith received his master’s degree in business administration from Stanford University and his bachelor’s degree from Kalamazoo College. Dan has previously worked as a client portfolio manager and as a research analyst for the firm’s international equity strategy. Investment Analyst Since Feb 2012. is a bank affiliate of Wells Fargo & Company. Investment Analyst. This invitation-only event will present and explore distinctive investment opportunities in an exclusive setting for individuals, families, family offices, foundations, and endowments. Parnell Kingsley : Vice President Since Jan 2012. Here’s Exactly What to Write to Get Top Dollar, How To Follow Up After an Interview (With Templates! Investment Analyst at Abbot Downing Duluth, Georgia 369 connections. 267-321-5922. 267-321-5943. About Us The Abbot Downing Difference. 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. External Investment Analyst Abbot Downing. 1500 Market Street, 20th Floor. Join to Connect Abbot Downing. Abbot Downing Investment Advisors Abbot Downing provides comprehensive services to ultra-high-net-worth clients. Abbot Downing. Abbot Downing . For more than 40 years, Abbot Downing has served the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments. Philip Jodz. AllBiz Business Profile Search Professional Contact Details . Greater Minneapolis-St. Paul Area. Search Background Check Edit Listing. All rights reserved. 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. Pamela Laforty: Associate, Client Service Since Apr 2011. Member FDIC. 767 5th Avenue, 33rd Floor . Associate, Asset Management Abbot Downing (A Wells Fargo Company) Jun … Nick is a portfolio manager in Abbot Downing’s Minneapolis office. Mar 2014 – Present 6 years 7 months. Salaries posted anonymously by Abbot Downing employees. Exploring unique opportunities. Prior to Abbot Downing, Nick worked in trading operations at Craig-Hallum Capital Group and as an analyst with Mount Yale Capital Group. © 2020 Wells Fargo Bank, N.A. Pepperdine Graziadio Business School. He previously worked at Abbot Downing, the multi-family office unit of Wells Fargo, where his assets under advisement reached over $500 million. New York, NY 10153. 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. NMLSR 399801. Carol M Schleif is Deputy Chief Investment Officer at Abbot Downing Investment Advisors. Charlotte, North Carolina. Investment Analyst, Asset Management at Abbot Downing Scottsdale, Arizona 500+ connections. 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. Craig-Hallum Capital GroupTrading Ops Mar 2009 - Jan 2012. Check out the latest Abbot Downing Jobs. Prior to Abbot Downing, Mr. Erickson was an investment principal at Lowry Hill.
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