Senior Portfolio Manager
RaeAnn is a senior vice president and senior portfolio manager in Abbot Downing’s Palm Beach office. She is responsible for providing clients with strategic long-term investment guidance through a disciplined, comprehensive, and objective planning process.
Prior to Abbot Downing, RaeAnn was an analyst with Wells Fargo Family Wealth, a predecessor firm of Abbot Downing. She joined Wells Fargo in 2011 from Lydian Bank & Trust in Miami where she served as an investment analyst. In that capacity, she was responsible for creating customized investment solutions and managing portfolios for high-net-worth clients.
RaeAnn graduated cum laude with a bachelor of science degree from Vanderbilt University. She later earned a master of business administration degree from the University of Miami with concentrations in finance and marketing.
RaeAnn holds the designation of Chartered Financial Analyst® (CFA) and is a member of the CFA Institute and the CFA Society of South Florida.