Serving your best interests is at the heart of everything we do. Through our team-based approach, we leverage the knowledge of leaders from six integrated disciplines to address the financial, social, and personal dimensions of your wealth. We listen and then develop custom solutions tailored to each individual, family, and institution we serve.

Consulting

Abbot Downing

Jack Ginter

Joseph Colianni

Paul Cummings

Douglas W. Evans

Jason Davis

Joseph A. Freeman

Keith Baum

Michael F. Casey

Arne Boudewyn

Richard D. Byrd

Philip W. White

Matthew Robertson

Lisa R. Featherngill

The current leadership team at Abbot Downing has a long history of working in the financial industry. The head of investments previously worked at Wells Fargo Family Wealth and the senior director of investments worked at Wells Fargo Private Bank. Both leaders have a background in business and economics from UC Santa Barbara.

Leadership Team

CEO and Executive Team

Leadership Team

About

Team members

Other teams at Abbot Downing

CEO and Executive Team