Melanie is a managing director in Abbot Downing’s Houston office. is a bank affiliate of Wells Fargo & Company. We attend to the full impact of your unique wealth. 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. Mary Thompson Managing Director G100 Network New York, NY. President at Abbot Downing Greater Philadelphia Area 500+ connections. 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. Jim McCann (Chair, Admin./Finance Committee) Retired – IT Executive. Michael Morrone is a managing director in the San Francisco office. By 1880 Lewis Downing was President; Edward A. Abbot, Treasurer and Frank L. Abbot Secretary. Chris is a director in Abbot Downing’s Chicago office. Before joining Northern Trust, Lee was a Senior Vice President at Abbot Downing, the multi-family office group for Wells Fargo, where he led the Chicago office. View Our Relationship Managers. Jennifer is a senior vice president and managing director in Abbot Downing’s Raleigh office where she specializes in managing relationships for multigenerational families. Jack and his wife, Katie, and their two children live in Valley Forge, Pennsylvania. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address View profile View profile badges Get a job like Mike’s. He joined Calibre/Wells Fargo Family Wealth in 2008 as the regional managing director in Philadelphia. All rights reserved. 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. Courtney Grimsrud is a director in Abbot Downing’s Minneapolis office where she is responsible for the management of client relationships. Treasurer: Eileen Sleeper Mailing Address. David is a director at Abbot Downing in the Philadelphia office. Jona Van Deun ’92 CSB Board Secretary President Nebraska Tech Collaborative Omaha, NE. She is responsible for providing clients with comprehensive relationship management and partnering with Abbot Downing’s specialists for asset management and planning. On Monday, Wells Fargo also announced a change at Abbot Downing. 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 … He has si. David A. The Pawtucket Times (Pawtucket RI) of February 19, 1900 published an article, “Abbot-Downing Company of Concord N.H. 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 … Community Leader Michael Hewitt. In this role, he was responsible for overall client services, business strategy, and financial results in those markets. 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. Jason is a director in Abbot Downing’s Chicago office. 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. Abbot Downing Carol Garcia. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address President & Co-Founder Hope-Beckham, Inc. Steven Korn. He leads a team of wealth management specialists responsible for providing investment management solutions to families, non-profit organizations, and foundations. John is a senior vice president and managing director in Abbot Downing’s Jacksonville office. Todd has past experience in wealth transfer and generational planning, tax, and investments. Robinson discusses how she is a woman both of influence and advocacy. 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. Jim Steiner is president of Abbot Downing, a division of Wells Fargo that manages money for the very wealthy. ABBOT-DOWNING HISTORICAL SOCIETYOfficers. President of Abbot Downing abbot downing president s comprehensive wealth management specialists responsible for the Midwest.... 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