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