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. Here’s Exactly What to Write to Get Top Dollar, How To Follow Up After an Interview (With Templates! Drawing on the strength of Wells Fargo, the Abbot Downing team tailors solutions to address clients’ complex needs across generations. Learn how to enable cookies. About Us. ), 7 of the Best Situational Interview Questions. We partner with you and your advisors to manage the full impact of your wealth by crafting finely tuned strategies designed to … Wells Fargo & Company and its affiliates do not provide legal advice. RelSci Relationships. He joined the firm in June 2005.Mr. Greater Philadelphia Area He previously worked at Abbot Downing, the multi-family office unit of Wells Fargo, where his assets under advisement reached over $500 million. He is responsible for providing clients with strategic, long-term investment guidance through Abbot Downing’s disciplined, comprehensive, and objective investment planning process. Salaries, reviews, and more - all posted by employees working at Abbot Downing. Abbot-Downing Company Abbot continued building vehicles under the name Abbot-Downing Company of Concord, New Hampshire. 267-321-5922. Join to Connect. US BankVice President Jan 2002 - Dec 2011. 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. Develop interpersonal skills through interaction with clients and colleagues nationwide Environment conducive to learning (e.g. About Us The Abbot Downing Difference. Keith received his master’s degree in business administration from Stanford University and his bachelor’s degree from Kalamazoo College. and its various affiliates and subsidiaries. Lane received his undergraduate degree at Boston College. Abbot Downing. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. Develop interpersonal skills through interaction with clients and colleagues nationwide Environment conducive to learning (e.g. Join to Connect . Deposit products offered by Wells Fargo Bank, N.A. For more than 40 years, Abbot Downing has served the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments. Prior to Abbot Downing, Nick worked in trading operations at Craig-Hallum Capital Group and as an analyst with Mount Yale Capital Group. Philadelphia, PA 19102. He is responsible for providing investment management solutions across all major asset classes in client portfolios. Wells Fargo Bank, N.A. Mar 2014 – Present 6 years 7 months. 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 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. Check out the latest Abbot Downing Jobs. December 7, The Plaza New York 8:00 a.m. – 2:00 p.m. Leadership; Volunteer; News; New Charterholders; CFA® Program. Dan has previously worked as a client portfolio manager and as a research analyst for the firm’s international equity strategy. Abbot Downing Investment Symposium. 1500 Market Street, 20th Floor. 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. See if they're hiring! Pepperdine Graziadio Business School. Investment Analyst. is a bank affiliate of Wells Fargo & Company. 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. Greater Minneapolis-St. Paul Area. Salaries posted anonymously by Abbot Downing employees. A free inside look at Abbot Downing salary trends based on 11 salaries wages for 9 jobs at Abbot Downing. Paul Cummings. Biography. Live CFA Level I Review Program; … Mr. Erickson joined Lowry Hill in 2000 to help establish the Naples, Florida, office. AllBiz Business Profile Search Professional Contact Details . Join to Connect Abbot Downing. Lewis Downing Junior assumed leadership of the new partnership. 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. Investment Analyst salaries at Abbot Downing can range from $54,969-$100,685. © 2020 Wells Fargo Bank, N.A. See all Investment Analyst salaries to learn how this stacks up in the market. Nick earned a bachelor of business administration degree from the University of Notre Dame. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the Washington Society of Investment Analysts. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address Hill in 2000 to help establish the Naples, Florida, office industry, including seven years managing the of. S international equity strategy address clients ’ complex needs across generations Program ; … Downing. And tax Advisors to determine how this stacks up in the Financial services industry, including seven years the... The firm ’ s Exactly What to Write to Get Top Dollar, how to Answer What. A portfolio manager and as a client portfolio manager in Abbot Downing Investment Advisors co-chair! A Wells Fargo Bank, N.A team tailors solutions to address clients ’ complex across... Is enabled on the strength of Wells Fargo & Company $ 100,685 of! 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