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Jim Steiner

President
Abbot Downing
Country or state 
United States
Available to 
North America
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Personal Details

Bio

As president of Abbot Downing, a Wells Fargo business based in Minneapolis, Jim Steiner leads a national firm of 300 professionals serving 600 clients with $41 billion in assets. Under his leadership, Abbot Downing provides the dedicated service and specialization of a boutique firm, delivering asset management; private banking; trust, fiduciary and administrative services; planning, family dynamics and education; family business history; foundations and endowments.

Jim previously served as managing principal of Lowry Hill, where he developed the firm’s overall investment strategy and led the income equity, value equity and small cap strategies.

In addition to his leadership experience, Jim has been a portfolio manager for more than 17 years. Before his management roles with Abbot Downing and Lowry Hill, he was vice president and senior equity analyst at Investment Advisors, Inc., where he worked on the IAI Regional Fund, a mutual fund investing in private and public firms in the upper Midwest.

Prior to that, Jim was vice president and senior research analyst at Dain Bosworth, Inc., where he focused on the healthcare sector. Jim’s perspectives have appeared in many publications, including USA Today, The Wall Street Transcript, Private Asset Management and Financial Advisor.

Jim earned his bachelor’s degree from Yale University, a master’s degree in business administration from the University of Minnesota’s Carlson School of Management and a master’s degree in education from Harvard University.

Jim is a past trustee and now serves as an advisor to the President and CEO of the Amherst H. Wilder Foundation. He is on the advisory council of The Global Teaching Project and is an adjunct faculty member at Hamline University.

Jim and his family live in the Twin Cities.

Current position (1)

President

Abbot Downing

Achievements (1)
Best Philanthropic Client Education

Abbot Downing was recognized in February 2018 for Best Philanthropic Client Education at the Private Asset Management Awards in New York City. The award acknowledge its Family Dynamics and Education, and its Family and Business History teams that help clients manage the impact of wealth.

Presentations

Presentations (3)
Portfolio Construction: Examining Four Radically Different Models in Search of After-Tax

Speaking to the CFA Institute's Wealth Management Conference on March 8, 2017, Jim examined the unique investment approaches of the Norway Government Pension Fund, the Canada Pension Plan, the Yale Endowment Fund, and Abbot Downing -- all with an eye toward maximizing after-tax returns.

Building Enduring Legacies

Jim spoke to the Women President’s Organization-Annual Platinum Group in Orlando in May 2017. The presentation focused on "Managing the Impact of Wealth on the Next Generation," "Preparing for Family Business Transitions," and "Helping Businesses Succeed: Abbot Downing Case Studies."

Key Commandments of Wealth: From Stone Age to Digital

This presentation to the AICPA Engage 2017 in Las Vegas focused answered: How do we Store Wealth? Where do we get our Wealth? What is Cultural Wealth? Why Do We Fail at Passing Wealth to the Next Generation?
The Land of Immigrants: Hard-working or Entitled?
What Makes a Good Investor?

  • All (3)
  • Videos (1)
  • Photos
  • One sheet (1)
  • Press information (1)
Welcome to Abbot Downing
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Stone Age to Digital: Commandments of Wealth
Inside the Edition: Jim Steiner, president, Abbot Downing

Expertise (5)

Business
Leadership
Portfolio Construction Asset Management

Awards & certifications (2)

Abbot Downing named “Best National Private Asset Manager”
Family Wealth Report Awards
2017
The Best Private Wealth Manager- Client Services Award over $5 billion
Private Asset Management
Recommendations
Why choose me? 

Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families

Affiliations
Society Speaker Directory
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