He serves on the board of the Salesian Boys & Girls Club of San Francisco and is an active supporter of the San Francisco Opera Guild. Marcia is an associate director of Legacy and Wealth Planning in Abbot Downing’s Minneapolis office. 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. Prior to Abbot Downing, Rob was a managing director at Commonfund, where he was responsible for portfolio management, asset allocation, investment policy development, and risk and liquidity management for foundation and endowment clients. and its various affiliates and subsidiaries. Wells Fargo & Company and its affiliates do not provide legal advice. Khoja served as an associate at Bank of America Merrill Lynch in the corporate debt products group. Abbot Downing is a separate entity of Wells Fargo Bank N.A. Prior to joining ZCG, Khoja spent seven years at Garrison Investment Group, a multi-strategy credit-oriented firm, where he most recently served as a director and senior credit analyst on the corporate credit investment team. He came to Wells Fargo in 2008 from Calibre where he was a senior vice president. ABBOT DOWNING Associate Executive Director, ADISA – ALTERNATIVE & DIRECT INVESTMENT SECURITIES ASSOCIATION CEO, AGILE FUND SOLUTIONS Managing Director & Co–founder, AKKADIAN VENTURES Trustee, ALAMEDA COUNTY EMPLOYEES RETIREMENT ASSO Partner, ALBOURNE Head of Compensation, US, Wells Fargo Bank, N.A. Beverly Robinson, Client Service Consultant at Abbot Downing. 2 North Carolina jobs to view and apply for now with CFA Institute Career Center Before that, Bill was an investment associate for Lowry Hill. In addition to serving clients, Kyle was a member of the small cap, income equity, and large cap value strategy teams. Glassdoor will not work properly unless browser cookie support is enabled. © 2020 Wells Fargo Bank, N.A. Aug 2018 – Mar 2020 1 year 8 months. -Highly motivated associate who thrives in high-pressure environments. This estimate is based upon 1 Abbot Downing Investment Associate salary report(s) provided by employees or estimated based upon statistical methods. See all Investment Associate salaries to learn how this stacks up in the market. Summer Osborn. View profile View profile badges View similar profiles. We consider all of your existing strategies and diligently study the tremendous choice and impact of investment options. NMLSR 399801. Deposit products offered by Wells Fargo Bank, N.A. Leon Hsi is Former Associate at Wells Fargo Family Wealth. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Best Cities for Jobs 2020 NEW! In this role, he established and served as director of the Investment Consulting Group, helping develop the asset allocation programs, investment manager due diligence process, and the method for reporting integrated investment performance. Please consult your legal and tax advisors to determine how this information may apply to your own situation. is a bank affiliate of Wells Fargo & Company. Investment Associate Abbot Downing. The Abbot Downing Investment Associate assists senior investment staff in handling investment management activities for a group of ultra high net worth clients. Abbot Downing salary trends based on salaries posted anonymously by Abbot Downing employees. Jul 2015 – Jul 2018 3 years 1 month. He joined Wells Fargo in 1997 and has over 30 years of investment industry experience. [] The new division was created by the merger of former Wells Fargo … Prior to Abbot Downing, Bill was a Relationship Manager for Wells Capital Management where he served the investment needs of endowments, foundations and other institutional clients.

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