Lowry Hill
Leafy Lowry Hill is home to the acclaimed Walker Art Center, with contemporary galleries, a cinema and a theater, and the adjacent Minneapolis Sculpture Garden, known for monumental works like the iconic “Spoonbridge and Cherry” by artists Claes Oldenburg and Coosje van Bruggen. Green spaces in the area include the landscaped Loring Park, with sports courts and a pond, and Lowry Park, featuring cascading pools. Area: 398 acres City: Minneapolis ZIP code: 55403, 55405 Community: Calhoun Isles, Minneapolis Population: 3,760 (2010) Area code: 612
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Lowry Hill Employees
Evercore Wealth Management, LLC September 2011 - Present
Lowry Hill 1995 - September 2011
Norwest Bank-Trust Tax 1992 - 1995
Education
University of South Florida 1987 — 1991
B.S, Accounting
Eagleview Investment Partners, LLC July 2014 - Present
Oxford Financial Group, Ltd. September 2011 - May 2014
Lowry HIll March 2008 - September 2011
FAF Advisors December 2003 - March 2008
Securian Financial Group / Advantus Capital Management June 1984 - June 2003
Skills
Investments, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Private Equity, Securities, Finance, Strategy, Estate Planning, Financial Advisory, Leadership, Management, Economics, High Net Worth..., Asset Management, Hedge Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Merrill Lynch Private Banking & Investment Group July 2012 - Present
Abbot Downing April 2012 - July 2012
Lowry Hill September 2011 - April 2012
Lowry Hill September 2005 - September 2011
Wells Fargo November 2004 - November 2005
Watkins & Shepard Trucking May 2004 - August 2004
The Daily Pennsylvanian August 2001 - May 2002
Skills
Portfolio Management, Research, Financial Modeling, Equities, Asset Allocation, VBA, Excel, Asset Management, Wealth Management, Investments, Analysis, Hedge Funds, Alternative Investments, Investment Strategies, Equity Research, Investment Management
Education
The University of Montana - School of Business Administration 2003 — 2004
BS, Finance/Financial Management
University of Pennsylvania 2001 — 2002
Computer Science and Engineering
Evercore Wealth Management September 2011 - Present
Lowry Hill July 2000 - September 2011
Wells Fargo Private Asset Management July 1999 - July 2000
Education
Saint John's University 1995 — 1999
Benilde - St. Margaret's
Oxford Financial Group, Ltd. September 2011 - Present
Lowry Hill April 2006 - September 2011
Front Barnett Associates LLC August 1998 - March 2006
J.P. Morgan August 1985 - February 1998
Skills
Alternative Investments, Investments, Portfolio Management, Asset Management, Investment Strategies, Equities, Investment Management, Strategic Financial..., Private Equity, Hedge Funds, Wealth Management, Competitive Market..., Manage Client..., Project Management, Client Needs Assessment, Brand Awareness, Family Office, New Market Expansion
Education
University of Chicago 2002 — 2005
MLA, Masters in Humanities
Chartered Financial Analyst (CFA)
Cornell University
B.S Engineering, Operations Research
Shorewood High School
Transforming Spaces June 2001 - Present
Labor Ready Midwest, Inc. March 2011 - October 2012
Encore Senior Services, Inc. November 2010 - May 2011
The Goodman Group, Inc. August 2010 - May 2011
Halverson & Blaiser Group Ltd. November 2009 - May 2010
Lowry Hill February 2004 - June 2008
Masterson Personnel December 2001 - April 2002
Sector Engineering Sales, Inc. June 1995 - August 2000
Skills
Cpr Certified, First Aid, Client Services, Home Care, Senior Housing, Framing, Typing, Cartography, Drawing, Architectural Drafting, Microsoft Office, Healthcare, Customer Service, Administration, Event Planning, Marketing, Public Speaking, Sales, Nonprofits, Networking, Organization Skills, Merchandising, Research, Team Building
Education
More To Life 2009 — 2012
American Red Cross 2005 — 2005
CNA, Nursing Assistance
Minneapolis Community and Technical College 1999 — 2000
Graphic Design
Macalester College 1979 — 1983
B.A., Urban Studies, Geography
McGladrey November 2010 - Present
McGladrey September 2003 - November 2010
Lowry Hill January 2000 - August 2003
Skills
Six Sigma, Lean Sigma, MS Office Suite, Project Management, Leadership, Business Process..., Financial Analysis, Microsoft Excel, Microsoft Office, Marketing, Budgets, Finance, Event Planning, Advertising, Management, Accounting, Process Improvement, Strategic Planning
Education
Minnesota School of Business
BS: Business Administration
St. Cloud State University 1995 — 1998
Education, Communication, Mathematics
Richfield Senior High School
Abbot Downing 2007 - Present
Lowry Hill 2007 - 2012
Quarles & Brady LLP 2004 - 2007
Skills
Wealth Management, Estate Planning, Finance, Trusts, Retirement Planning, Estate Administration, Legal Research, Strategic Financial..., Legal Writing, Corporate Law, Asset Management, Wealth, Litigation, Business Transactions, Estate Law, Retirement, Charities, Alternative Investments, CPA, Investments
Education
Arizona State University College of Law 1995 — 1998
Arizona State University - W. P. Carey School of Business 1990 — 1995
B.S., Accountancy
Windsor Financial Group February 2008 - November 2008
Ameriprise Trust Company June 2005 - June 2006
Ameriprise Financial Services, Inc. 2005 - 2006
Wells Fargo - d.b.a. Lowry Hill September 2002 - June 2005
Lowry Hill 2002 - 2005
Leuthold Weeden Capital Management February 2001 - September 2002
US Bancorp December 1999 - February 2001
US Bank 1997 - February 2001
US Bancorp December 1997 - December 1999
Education
Metropolitan State University
Senior, Business Management
Normandale College
AA, Accounting, Sales and Marketing
Osseo
Alexandria Pet Care November 2014 - Present
Alexandria Pet Care March 2014 - Present
529 Kids Consign February 2014 - May 2015
Stay at Home Mom January 2011 - January 2014
Alaskan Klee Kai National Rescue 2009 - 2012
Reflective Canvas Photography 2008 - 2010
Obeo Inc. 2008 - 2010
Lowry HIll January 2006 - February 2007
Sterling Jewelers March 2004 - February 2006
University of Minnesota School of Dentistry March 2004 - March 2005
Skills
Healthcare, Newsletters, Management, Customer Service, Sales, Enteral Feeding, Tube Feeding, Trach Care, Oxygen, Blood Pressure, Pulse Oximetry, Catheters, Insulin, PowerPoint, Editing, Social Media, Event Planning, Event Management, Public Relations, Inventory Management, Marketing, Data Entry, Nonprofits, Retail, Photoshop, HTML, Microsoft Office, Volunteer Management, Facebook, Social Networking, Microsoft Word, Fundraising, Research, Microsoft Excel, Budgets, Data Analysis, Telephone Skills, Administrative..., Photography, Cashiering, Email Marketing, Outlook, CPR Certified, AED
Education
Chamberlain College of Nursing 2014 — 2017
Bachelor of Science, Nursing (BSN), Nursing
Northern Virginia Community College 2013 — 2014
Pre-Nursing
University of Minnesota-Twin Cities 2002 — 2005
Bachelor of Arts (B.A.), Communication, General
Bay Port High School 1998 — 2001
Wells Fargo Home Mortgage September 2014 - Present
Verizon Enterprise Solutions March 2014 - June 2014
FICO May 2013 - November 2013
Target Corporation May 2012 - December 2012
Lowry Hill December 2011 - April 2012
Science Museum of Minnesota April 2010 - June 2011
Wells Fargo Financial March 2010 - April 2010
Ameriprise Financial Services, Inc. September 2009 - December 2009
Best Buy August 2008 - November 2008
Minnesota State Colleges and Universities October 2007 - July 2008
Skills
Strategic Planning, Business Analysis, Service Desk, IT Governance, Program Management, Requirements Analysis, ITIL, Vendor Management, Process Improvement, Change Management, Visio, Process Engineering, Mentoring, Team Building, MS Project, Customer Relations, IT Strategy, Problem Solving, Project Portfolio..., PMO, Business Requirements, Governance, Team Leadership, Project Management, Cross-functional Team..., PMP, Customer Service, Risk Management, Outsourcing, Software Documentation
Education
Metropolitan State University 1987 — 1991
B.A., Business Management
Rest and Relaxation Corp March 2015 - Present
Windsor Financial Group October 2011 - March 2015
Lowry Hill November 1995 - September 2011
Ameriprise Financial May 1993 - November 1995
Skills
Investments, Portfolio Management, Private Wealth..., Information Technology, Telecommunication..., Equities, Strategic Financial..., Financial Modeling, Retirement Planning, Asset Managment, Investment Advisory, Financial Analysis, Wealth Management, Valuation, Risk Management, Asset Allocation, Corporate Finance, Alternative Investments, Asset Management, Equity Research
Education
University of Minnesota - Carlson School of Management 1990 — 1993
BS, Finance
University of Wisconsin-Eau Claire 1988 — 1990
Evercore Wealth Management, LLC September 2011 - Present
Lowry Hill December 1995 - September 2011
Wertheim Schroder 1986 - 1990
Centel Corporation 1981 - 1984
Skills
Investments, Asset Management, Portfolio Management, Investment Strategies, Wealth Management, Investment Management, Securities, Business Development, Alternative Investments, Mergers & Acquisitions, Strategic Financial..., Asset Allocation
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Northwestern University
BA, English
Miss Porter's School Farmington, CT
Independent Marketing and Communications Consultant September 2014 - Present
Abbot Downing (formerly Lowry Hill and Wells Fargo Family Wealth) April 2011 - July 2014
Lowry Hill February 2007 - April 2011
TJames Consulting 2005 - 2007
Clark Consulting 2001 - 2004
Bank Compensation Strategies 1994 - 2001
Skills
Marketing, Strategy, Marketing Communications, Internal Communications, Integrated Marketing..., Brand Management, Event Planning, Public Relations, Collateral, Marketing Operations, Internal Marketing, Integrated Marketing, Management, Portfolio Management, Sales, Start-ups, Marketing Research, Event Marketing Strategy, Social Media Marketing, Strategic Planning, Brand ID Development, Marketing Support, Advertising Management, Strategic Public..., Publications, Development &..., Website Development, Mass Mailing, Personnel Management, Vendor Management, Department Budgeting, Department Budget..., Team Management, Management of..., RFP Generation, Training, Marketing Strategy, Communication, Leadership
Education
Minnesota State University, Mankato 1989 — 1991
Master of Business Administration Program
Minnesota State University, Moorhead 1979 — 1984
B.S., Marketing and Finance
Abbot Downing April 2012 - Present
Lowry Hill October 1996 - April 2012
Skills
Wealth Management, Asset Allocation, Investments, Financial Services, Finance, Investment Management, Asset Management, Wealth Management..., High Net Worth..., Investment Advisory, Private Banking
Education
University of St. Thomas - Opus College of Business 1994 — 1998
MBA, Finance
Minnesota State University, Mankato 1986 — 1990
B.S., Finance & Marketing
Abbot Downing September 2011 - Present
Lowry Hill June 2007 - January 2012
South Dakota Investment Council 2006 - 2007
Skills
Asset Management, Portfolio Management, Investments, Equities, Valuation, Financial Analysis, Financial Modeling, Asset Allocation, Equity Research, Research, Excel, Accounting, Analysis, Risk Management, Financial Planning, Investment Strategies, Investment Management, Hedge Funds, Wealth Management
Education
The University of South Dakota 2003 — 2007
BBA, Finance
Hanson Building and Remodeling, LLC May 2015 - Present
Home Harmony November 2010 - Present
Lowry Hill April 2006 - November 2010
Cooks of Crocus Hill 2006 - 2008
Thomson Reuters 1995 - 2005
Skills
Nonprofits, PowerPoint, Portfolio Management, Asset Management, Strategic Planning, Marketing, Estate Planning, Strategic Financial..., Financial Analysis, Marketing Communications, Budgets, Spreadsheets, Small Business, Facebook
Education
William Mitchell College of Law 1989 — 1993
J.D.
University of Minnesota-Twin Cities 1984 — 1988
B.A., Political Science
Lindberg High School 1972 — 1976
U.S. Bank June 2013 - Present
Abbot Downing June 2012 - June 2013
Lowry Hill December 2005 - June 2012
Wells Fargo October 2001 - December 2005
Ameriprise Financial Services, Inc. April 2000 - October 2001
Ameriprise Financial Services, Inc. April 1999 - April 2000
Ameriprise Financial Services, Inc. August 1997 - April 1999
Skills
Investments, Wealth Management, Estate Planning, High Net Worth...
Education
University of Nebraska College of Law 1990 — 1993
Juris Doctor, Law
University of Nebraska-Lincoln 1988 — 1990
Graduate Study, Economics
The University of South Dakota 1983 — 1988
Bachelor of Science in Business Administration, Economics
Wells Capital Management 2005 - Present
CFA Institute September 2011 - Present
CFA Society of Minnesota September 2009 - August 2011
Lowry Hill 2000 - 2003
RBC Dain Rauscher 1992 - 1998
Skills
Asset Management, Equities, Institutional Marketing, Portfolio Management, Investment Management, Private Equity, Marketing, Asset Managment, Financial Services, Risk Management, Investment Banking, Mergers & Acquisitions, Financial Modeling, Analysis, Finance, Equity Valuation, Investment Advisory, Financial Analysis, Asset Allocation, Emerging Markets, Corporate Finance, Relationship Management
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Ag Forte a Life-Science Innovations Company January 2014 - Present
Ag Forte a Life-Science Innovations Company March 2013 - January 2014
Ag Forte a Life-Science Innovations Company June 2009 - March 2013
Life-Science Innovations (LSI) 2005 - 2011
Synitron a Life-Science Innovations Company 2006 - 2009
Wells Fargo June 2004 - July 2005
Wells Fargo April 2003 - June 2004
Lowry Hill October 1999 - April 2003
Norwest Bancorp April 1998 - September 1999
Skills
Finance, Banking, Credit, Sales, Strategic Planning, Team Building, Project Management, Strategy, Business Planning, New Business Development, Business Strategy, Marketing, Operations Management, Budgets, Financial Analysis, Financial Modeling, Forecasting, Investments, Management, Mergers & Acquisitions, Process Improvement, Training
Education
Florida Gulf Coast University 1999 — 2003
Master of Business Administration, Management
University of Saint Thomas 1993 — 1997
Bachelor of Arts, Business Administration
Waybridge Law Group June 2007 - Present
Winthrop & Weinstine 2005 - 2007
Lindquist & Vennum 1998 - 2005
Lowry Hill 1996 - 1998
Skills
Probate, Estate Planning, Trusts, Wills, Estate Administration, Probation, Litigation, Legal Research, Mediation, Appeals, Commercial Litigation, Legal Writing, Courts, Guardianship, Civil Litigation, Bankruptcy
Education
University of Minnesota Law School 1993 — 1996
J.D.
University of Minnesota-Twin Cities 1988 — 1990
M.A., Educational Policy and Administration
University of Wisconsin-Eau Claire 1981 — 1985
B.A., Political Science; Psychology
Marquette Asset Management February 2005 - Present
Lowry Hill July 1996 - February 2005
Skills
Wealth Management, Investments, Finance, Asset Management, Financial Services, Financial Analysis, Asset Allocation, Financial Planning, Management
Education
University of Northwestern - St. Paul 2000 — 2005
Bachelor of Science, Business Administration, Management, Finance and Accounting
Cannon Financial Institute 2000 — 2003
Graduate, Personal Trust
Abbot Downing 2012 - Present
Lowry Hill 1991 - 2012
Mackall Crounse & Moore law firm 1984 - 1989
Robins Zelle Larson Kaplan (now Robins Kaplan Miller Ciresi) 1979 - 1984
Education
University of Minnesota Law School 1976 — 1980
J.D. cum laude
Wells Fargo January 2013 - Present
Wells Fargo October 2011 - Present
Wells Fargo September 2011 - January 2013
Lowry Hill June 2008 - September 2011
Lowry Hill June 2007 - May 2008
Skills
Investment Management, High Net Worth..., Equities, Investment Strategies, Portfolio Management, Asset Management, Financial Analysis, Wealth Management, Fixed Income, Alternative Investments, Asset Allocation, Investments, Financial Advisory, Investment Advisory, Mutual Funds
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BS, Finance w/ Accounting minor
Abbot Downing November 2012 - Present
Wells Capital Management April 2007 - October 2012
Lowry Hill August 2004 - April 2007
TCF Bank February 2002 - August 2004
American Express June 2000 - February 2002
Education
University of Saint Thomas - School of Business 2002 — 2005
M.B.A., Finance
University of Michigan 1996 — 2000
B.A., Economics, English
Abbot Downing July 1986 - Present
Lowry Hill June 1986 - June 2011
Skills
Investments, Management, Asset Allocation, Finance, Strategic Planning, Business Development, Asset Management, Equities, Marketing, Portfolio Management, Wealth Management
Education
University of Minnesota - Carlson School of Management
MBA
University of Minnesota-Twin Cities
Abbot Downing April 2012 - Present
Lowry Hill September 1993 - March 2012
KPMG 1985 - 1993
Comprehensive Tax Management January 1984 - September 1985
Carlson, Bloemendaal & Rollie November 1981 - December 1983
Skills
High Net Worth..., Trusts, Estate Planning, Strategic Financial..., Asset Managment, Financial Analysis, Asset Allocation, Investment Management, Wealth Management, Tax, Asset Management, Investments, Retirement Planning, Wealth Management...
Education
Golden Gate University 1986 — 1988
M.S., Taxation
College of Saint Benedict 1977 — 1981
B.A., Business/Accounting
Wells Fargo Home Mortgage December 2013 - Present
Botanica Designs April 2010 - Present
Wells Fargo Home Mortgage June 2012 - November 2013
Thomson Reuters September 2011 - December 2011
Granite Solutions Groupe, Inc. November 2010 - June 2011
Strategic Staffing Solutions May 2009 - June 2010
Self Employed June 2008 - April 2009
Wells Fargo August 2005 - June 2008
RSM McGladrey December 2003 - March 2005
Lowry Hill May 1998 - October 2003
Skills
Process Improvement, Financial Analysis, Microsoft Excel, Project Management, Strategic Planning, Microsoft Office, Budgets, SharePoint, Leadership, Analysis, Training, Project Planning, Management
Education
Saint Mary's University of Minnesota 2006 — 2008
Bachelor's, Business
Boise State University 1994 — 1996
Business
Florida Southern College 1992 — 1994
Business
Richfield High School
University of St. Thomas School of Law September 2015 - Present
Abbot Downing June 2012 - August 2015
Lowry Hill October 1997 - June 2012
Wells Fargo Bank, N.A. (Fiduciary Tax Services Department) 1995 - 1997
Skills
Relationship Management, Trust Services, Customer Service, Income Tax, Estate Planning, Strategic Planning, Cash Flow, Cash Management, Process Improvement, Microsoft Office, Project Management, PowerPoint, Supervisory Skills, Building Relationships
Education
University of Iowa College of Law 1988 — 1991
JD
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
BBA, Finance
Abbot Downing April 2012 - July 2014
Lowry Hill October 2000 - April 2012
Wells Fargo Asset Mgmt January 1995 - September 2000
Norwest Investment Services May 1987 - January 1995
John G Kinnard & Company May 1980 - September 1986
Skills
Trading, Trading Systems, Equity Trading, Equities, Investment Advisory, Capital Markets, Valuation, Financial Modeling, Private Equity, Risk Management, Derivatives, Financial Services, Proprietary Trading, Trading Strategies, Bloomberg Terminal, ETFs, Electronic Trading, Options, Strategic Financial..., Fixed Income
Education
Minnesota State University, Mankato 1975 — 1979
BS, Business Administration
Cannon Falls High School 1972 — 1975
Diploma, College Prep
Oxford Financial Group, Ltd. September 2011 - Present
J.P. Morgan April 2011 - September 2011
Lowry Hill May 2000 - April 2011
Skills
Investment Advisory, Alternative Investments, Portfolio Management, Risk Management, Asset Allocation, Asset Managment, Equities, Retirement Planning
Education
University of Minnesota Law School 1986 — 1989
Juris Doctorate, Probate and Trust
Winona State University 1982 — 1986
Bachelor of Science, Paralegal Studies