As a managing director at Abbot Downing, Michael Smolarski is responsible for providing comprehensive relationship management, including financial and estate planning services, for Abbot Downing’s clients. Her efforts involve a highly interactive, collaborative approach with client famili. Prior to U.S. Trust, he worked at Wachovia Bank (a Wells Fargo predecessor) in Bryn Mawr, Pennsylvania, serving as a partner on the wealth management team. 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. John is a senior vice president and managing director in Abbot Downing’s Jacksonville office. Chris is a director in Abbot Downing’s Chicago office. Rick is an associate director in the Scottsdale office. “Dave” Gutzke is a director in the Minneapolis office. He is dedicated to delivering Abbot Downing's comprehensive wealth management se. Philip Jodz is a director in the Philadelphia office, where he is responsible for managing client relationships with an emphasis on fiduciary administration, wealth transfer and multigenerational planning for individuals and families. Jack graduated with a bachelor’s degree in finance from Saint Joseph's University in Philadelphia. Jay Goetschius is a managing director at Abbot Downing. He is responsible for leading a team of wealth management specialists to serve the financial needs of multigenerational families and non-profit organizations. Please consult your legal and tax advisors to determine how this information may apply to your own situation. David leads a team of highly experienced wealth management professi. Abbot Downing provides solutions for ultra-high-net-worth clients through qualitative and quantitative wealth management offerings that positively impact clients and communities across generations. You are leaving Abbot Downing and entering a website that Abbot Downing does not control. As a relationship manager, Dave provides wealth advice to family offices, families, and individuals. Angie Sabel is a managing director in Abbot Downing’s New York office. Our goal is to ensure you receive ideal advice and holistic solutions to help you achieve your goals. As a Vice President of Investment Management for Abbot Downing, I work with ultra-high net worth families to manage all aspects of their investment portfolios. Jona Van Deun ’92 CSB Board Secretary President Nebraska Tech Collaborative Omaha, NE. © 2020 Wells Fargo Bank, N.A. Jim Steiner is president of Abbot Downing, whose more than 300 professionals provide wealth management and other services to individuals, families, foundations, and endowments, with approximately $38 billion in total client assets. Desiree is a director in the Los Angeles office of Abbot Downing overseeing management of complex wealth, such as sophisticated wealth transfer planning techniques, business succession planning, investment management, charitable giving, and multigeneratio. Chuck is a senior vice president and director in Abbot Downing’s Winston-Salem office. Todd is a senior vice president and managing director in Abbot Downing’s Palm Beach office. ... Executive Vice President & Head of Wealth Management Group at MidAmerica National Bank. foundations and endowments. Teams of local professionals are dedicated to each client family to provide specialized Abbot Downing. Saint Joseph's University. Community Leader Michael Hewitt. He is responsible for managing ultra-high-net-worth client relationships in the Midwest region. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Melanie is a managing director in Abbot Downing’s Houston office. is a bank affiliate of Wells Fargo & Company. David is a senior vice president and director in Abbot Downing’s Raleigh office with responsibility for managing complex relationships of ultra-high-net worth, multigenerational families. Abbot Downing serves a select number of individuals and families, as well as foundations and endowments, to help preserve and grow assets while building legacies across generations. President As president of Abbot Downing, Jack is responsible for leading the organization’s client-centric approach and business strategy. He is responsible for the delivery of multi-family office, wealth planning, and financial planning services to our client families. Member FDIC. Senior Vice President – Abbot Downing. Mary Thompson Managing Director G100 Network New York, NY. Abbot Downing doing ‘extremely well’ Lowry Hill managed about $5.9 billion for clients when San Francisco-based Wells Fargo merged the business … December was 'tough,' says Abbot Downing president. President & Co-Founder Hope-Beckham, Inc. Steven Korn. Join to Connect Abbot Downing. Minneapolis / St. Paul Business Journal. Eric Williams is a managing director in Abbot Downing’s San Francisco office where he is responsible for the overall management of client relationships. Chuck is a senior vice president and director in Abbot Downing’s Winston-Salem office. He leads a team of wealth management specialists responsible for providing investment management solutions to families, non-profit organizations, and foundations. Vice President of Technical Operations Comcast Cable Jennifer Hightower. All rights reserved. Treasurer: Eileen Sleeper Mailing Address. David A. President & Co-Founder Hope-Beckham, Inc. Steven Korn. Advisors in the Private Bank and Abbot Downing family office businesses are moving into the broader 13,000-advisor brokerage business under the plan engineered by … But the new president of Abbot Downing, Wells Fargo Wealth & Investment Management’s division geared for the ultra wealthy, said they have the same concerns as everyone else. Carol Lamb Retired – Santa Paula School District Superintendent. Jack Ginter, who oversaw regional management and business development for advisors to the very wealthy, is … His career started in Philadelphia with CoreStates Bank. 2 March 25, 2020 ... Abbot Downing is a leading provider of financial services to ultra-high-net-worth clients and family offices, as well as . Join or Renew Donate Now Explore Our Collections Contact Us Sign up for our ENewsletter Shop My Cart Image Requests (0) Regional Managing Director 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. He is responsible for providing clients with comprehensive relationship management and partnering with Abbot Downing’s specialists for asset management and planning. Abbot Downing Smyrna, Georgia, United States 357 connections. Explore Abbot Downing Walkers jobs in Minneapolis, MN. As president of Abbot Downing, Jack is responsible for leading the organization’s client-centric approach and business strategy. The feature is unavailable at this time. Advisors in the Private Bank and Abbot Downing family office businesses are moving into the broader 13,000-advisor brokerage business under the plan engineered by … You are leaving Abbot Downing and entering a website that Abbot Downing does not control. Jim was previously a financial principal and partner at Lowry Hill. the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. She serves ultra-high-net-worth multigenerational families, family offices, foundations, and endowments. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address Chris is a director in the San Francisco office of Abbot Downing. He served as the senior managing director for the firm, overseeing regional management, business development, the Legacy and Planning Practice, and the Institute for Family Culture. So how about 2019? Michael Morrone is a managing director in the San Francisco office. Director - Abbot Downing Raleigh David is a senior vice president and director in Abbot Downing’s Raleigh office with responsibility for managing complex relationships of ultra-high-net worth, multigenerational families. Nhaman is a director in the Los Angeles office. He assists clients in the development and implementation of their wealth planning strategies. At Abbot Downing, you’ll work with a dedicated relationship manager who, along with a dedicated team of professionals representing six service areas, will deliver personalized service to you and your family. Abbot Downing Minneapolis, MN. Abbot Downing. Teams of local professionals are dedicated to each client family to provide specialized Vice President of Technical Operations Comcast Cable Jennifer Hightower. Secretary: C. Peter James. Jim McCann (Chair, Admin./Finance Committee) Retired – IT Executive. president of Abbot Downing. © 2020 Wells Fargo Bank, N.A. Beverly Robinson, Client Service Consultant at Abbot Downing. 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