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