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