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Asset Management

Nick Gergen , CFA

Portfolio Manager

Nick Gergen

Nick is a portfolio manager in Abbot Downing’s Minneapolis office. He is responsible for providing investment management solutions across all major asset classes in client portfolios. His role prioritizes the preservation and growth of client wealth through asset allocation, security selection, and both tax and fee efficiency in each account under management. Nick has over ten years of experience in the financial services industry, including seven years managing the investments of ultra-high-net-worth individuals and families.

Prior to Abbot Downing, Nick worked in trading operations at Craig-Hallum Capital Group and as an analyst with Mount Yale Capital Group. He joined Abbot Downing in February 2012.

Nick earned a bachelor of business administration degree from the University of Notre Dame. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society of Minnesota.

Nick and his wife, Emma, reside with their son in Minneapolis, Minnesota and enjoy spending their free time on the golf course and at their cabin.

90 South Seventh Street, Suite 5100

Minneapolis, MN 55402