Angie is a managing director in Abbot Downing’s New York office. She is responsible for providing clients with comprehensive relationship management and partnering with Abbot Downing’s specialists for asset management and planning. Angie brings over 20 years of experience in advising entrepreneurs, business owners, and corporate executives on their families’ private wealth management.
Prior to joining Abbot Downing, Angie was a managing director at Avenue Capital Group and led the Principals’ Private Group for over 13 years where she was responsible and oversaw the Principals’ investments in Avenue and regulatory, compliance, and communications regarding the Principals. She also directed the Principals’ family offices overseeing their investments with third-party investment managers and in various business joint ventures, their comprehensive tax planning, their wealth transfer strategies, structuring and protecting their assets, and their philanthropic initiatives. Prior to Avenue, Angie was a tax manager at PricewaterhouseCoopers’ Private Companies Services/Personal Financial Services group. She served as both the relationship and engagement leader for business advisory services, tax planning, and wealth management and preservation strategies to her clients which included the Principals of Avenue.
Angie is a Chartered Financial Analyst charterholder and earned the Certified Public Accountant designation (currently not practicing). She holds a bachelor of science in Accounting and Finance from University of Florida and received a graduate certificate from Florida International University.
She and her husband, William, live in Fairfield County, Connecticut.