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