Abbot Downing, the ultra-high-net-worth wealth management business of Wells Fargo, is ramping up its resources in Chicago. The firm has hired a former partner of William Blair & Co, a global investment banking and asset management firm, as a relationship manager and wealth planning strategist in its Chicago office, Abbot Downing announced Monday.
Michael Lee will join a team of more than a dozen professionals providing planning and family dynamic services, asset management, private banking, trust, fiduciary and administrative services, the firm said in a statement. He will provide content expertise in the areas of tax and estate planning directly to clients and work with Abbot Downings Planning and Dynamics team.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access