Abbot Downing

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Abbot Downing Launches Institute for Family Culture With Focus on Family Business Transitions and Social Impact Analysis Building on its pioneering work in Family Dynamics and Family History, Abbot Downing is launching a new Institute for Family Culture. The institute, designed...... 13:00 GMT Monday 12th March 2018

Wealth Management Veteran Logan Winn Joins Abbot Downing Logan Winn, a Washington, D.C., wealth manager for high-net-worth clients, has joined Steve Berardi, a 20-year veteran in investment portfolio management, to...... 17:28 GMT Thursday 2nd April 2015

Family Dynamics and Education Team at Abbot Downing Expands With the Addition of Jill Shipley Abbot Downing is expanding its Family Dynamics and Education practice with the addition of senior family dynamics consultant, Jill Shipley, who brings 15 year...... 13:00 GMT Monday 25th August 2014

Wealth Manager Eric Grodan Joins Abbot Downing in Los Angeles Eric Grodan, a veteran in wealth transfer and foundation planning, who most recently served as senior vice president of Trust and Estate at Merrill Lynch, has...... 13:00 GMT Wednesday 13th August 2014

Family History Team Joins Abbot Downing to Open NY Wealth Office Abbot Downing has opened a new office at 330 Madison Ave. with the Wells Fargo Family History team to serve ultra-high-net-worth families who seek to understa...... 13:00 GMT Wednesday 2nd April 2014

Abbot Downing Named Best National Private Wealth Manager Abbot Downing has been recognized the “Best National Private Wealth Manager” at the inaugural Family Wealth Report Awards in New York. Abbot Downing...... 13:30 GMT Monday 24th March 2014

Arne Boudewyn to Head Family Dynamics and Education for Abbot Downing Dr. Arne Boudewyn, a veteran of Abbot Downing and Wells Fargo with more than 20 years of experience as a researcher, educator and consultant to ultra-high-net...... 13:00 GMT Thursday 20th February 2014

Abbot Downing Opens New Houston Office, Hires Karl Farmer as Portfolio Manager Abbot Downing has opened a new office at the Wells Fargo Plaza here, as the firm expands its staff to serve its growing Houston business. Karl Farmer, a 20-ye...... 13:00 GMT Thursday 24th October 2013

Wealth Management Veteran Lester Law Joins Abbot Downing in Naples Lester Law, a 20-year veteran in financial and estate planning services who most recently served as a managing director of the National Wealth Strategist Grou...... 14:10 GMT Thursday 17th October 2013

Investment Veteran Peter Barcia Joins Abbot Downing in New York Peter Barcia, a 27-year veteran in financial services who most recently served as director of portfolio solutions at Citi Private Bank, has joined the New Yor...... 13:00 GMT Wednesday 4th September 2013

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