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