Peggy Chin

Associate at Abbot Downing

Peggy Chin's Professional Contact Details

Email (Verified)

****@abbotdowning.com

Get Email Address

(720) 947-6822

Location

San Francisco, California, US

Company

Abbot Downing

Person Seniority

entry

Peggy Chin's Current Company Details

Abbot Downing

Minneapolis, Minnesota, US • 206 Employees

investment management

Abbot Downing serves ultra-high-net-worth families and individuals, as well as endowments and foundations, to help preserve and grow assets while building legacies across generations. Our clients receive the dedicated service of a boutique firm, complemented by the resources of Wells Fargo, one of the most established financial institutions in the country. We go beyond traditional financial services to help clients manage the full impact of unique wealth â€“ addressing its financial, social and personal dimensions. Each Abbot Downing relationship manager works with a small number of clients (typically 15:1), which allows teams to fully understand and anticipate client needs. Solutions are customized to meet each client's circumstances and goals by capturing their full financial picture. Our goal is to understand where clients are and what they need, and help them achieve their goals and visions through our comprehensive suite of services: Planning, Family Dynamics and Education; Asset Management; Private Banking; Trust, Fiduciary, and Administrative Services; and Foundations and Endowments. Abbot Downing's 300 professionals serve clients in all 50 states and manage $38 billion in client assets.

Organization Website

abbotdowning.com

Organization Languages

English

Organization Revenue

70000

Current Technologies

mobile friendly

apache

youtube

google analytics

varnish