Carol Schleif CFA, FSA-Credential
Deputy Chief Investment Officer, Abbot Downing
As deputy chief investment officer of Asset Management, Carol is responsible for helping create and communicate the firm's asset management strategy. Additional core activities include designing and delivering the internal investment learning and development curriculum, honing the firm's views on socially responsible investing (SRI) and women and wealth initiatives, and participating in business development. Carol leads Wells Fargo Private Wealth Management's Investment Strategy Committee as well as serving on the Investment Policy Committee and Asset Allocation Work Group. She also provides strategic, long-term investment guidance to clients as she has throughout her career.
Carol was a partner and investment principal at Lowry Hill (predecessor firm to Abbot Downing) where she was a member of the firm's Investment Strategy and Asset Allocation teams. Carol was previously the Director of Investment Research and a senior analyst for John G. Kinnard & Company. Prior to that, she was a research officer at First Trust Company. Carol began her career in 1983 as a market strategist with Piper Jaffray & Hopwood, analyzing market and group dynamics.
Carol shares her experience on business and financial topics by contributing articles and regular columns to various specialty publications. She also frequently lectures on a variety of topics such as investment management and philosophy, asset allocation, stock selection, how to select a money manager, technological convergence/cyber security, millennial demographics, SRI investing, and behavioral finance. Carol has been featured on Bloomberg, CNBC, and Street.com as well as quoted in the Wall Street Journal, Barron's, Reuters, and other national and regional publications.
Carol graduated with dual bachelor's degrees in business and equestrian science from William Woods University in Missouri. She holds the Chartered Financial Analyst® designation as well as the Fundamentals of Sustainable Accounting credential. She is currently an MBA candidate at Hamline University.
Carol serves on the Board of Trustees for the College of St. Benedict where she leads the investment committee, and is a member of the college's executive board and finance committees. Carol is a mentor in the MENTTIUM Program and a mentor in her local CFA Society. She is currently an at large board member of CFA-MN where she chairs the career development committee and participates on the strategy and challenging perceptions committees..
Carol was a partner and investment principal at Lowry Hill (predecessor firm to Abbot Downing) where she was a member of the firm's Investment Strategy and Asset Allocation teams. Carol was previously the Director of Investment Research and a senior analyst for John G. Kinnard & Company. Prior to that, she was a research officer at First Trust Company. Carol began her career in 1983 as a market strategist with Piper Jaffray & Hopwood, analyzing market and group dynamics.
Carol shares her experience on business and financial topics by contributing articles and regular columns to various specialty publications. She also frequently lectures on a variety of topics such as investment management and philosophy, asset allocation, stock selection, how to select a money manager, technological convergence/cyber security, millennial demographics, SRI investing, and behavioral finance. Carol has been featured on Bloomberg, CNBC, and Street.com as well as quoted in the Wall Street Journal, Barron's, Reuters, and other national and regional publications.
Carol graduated with dual bachelor's degrees in business and equestrian science from William Woods University in Missouri. She holds the Chartered Financial Analyst® designation as well as the Fundamentals of Sustainable Accounting credential. She is currently an MBA candidate at Hamline University.
Carol serves on the Board of Trustees for the College of St. Benedict where she leads the investment committee, and is a member of the college's executive board and finance committees. Carol is a mentor in the MENTTIUM Program and a mentor in her local CFA Society. She is currently an at large board member of CFA-MN where she chairs the career development committee and participates on the strategy and challenging perceptions committees..