Wells Fargo Investment Institute

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Wells Fargo Investment Institute — overview

Assets Under Management

Type

Wealth Manager

Location

Minneapolis, MN, US

Alternative Asset Classes

-

About

Established in 2011, Abbot Downing is a Maryland-based wealth management firm serving high-net-worth clients, their foundations, and endowments across America. Abbot Downing is part of Wells Fargo & Company's Wealth, Brokerage, and Retirement group. Abbot Downing combines the former Lowry Hill and Wells Fargo Family Wealth businesses. The firm's investment services include custom portfolio construction, investment choices based on research, and global and regional themes, such as analysis of current trends and macroeconomics; dedicated due diligence process; strategic and tactical asset allocation; and manager and security selection. It can also offer clients family office services.

Wells Fargo Investment Institute - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
Managing Director & Senior Portfolio ManagerMinneapolis, USPEREINFHFPDNR
Portfolio ManagerMinneapolis, USPEREINFHFPDNR
Senior Portfolio ManagerSan Francisco, USPEREINFHFPDNR
Investment DirectorCherry Hill, USPEREINFHFPDNR

Showing 4 of 4 known decision makers Wells Fargo Investment Institute

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