Abbey Marlana Spoo
Directeur en chef des Investissements chez Marquette Asset Management LLC
Profil
Abbey Marlana Spoo is currently the Chief Investment Officer at Marquette Asset Management LLC.
Previously, she held positions as a Principal at Piper Sandler & Co. (Broker), US Bank Trust, NA (Atlanta, Georgia), and Portfolio Manager & Corporate Secretary at Somerset Group LLC.
She also worked as a Portfolio Manager at Somerset Asset Management LLC.
Ms. Spoo received her undergraduate degree from Saint John's University.
Postes actifs de Abbey Marlana Spoo
| Sociétés | Poste | Début |
|---|---|---|
Marquette Asset Management LLC
 Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Directeur en chef des Investissements | - |
Anciens postes connus de Abbey Marlana Spoo
| Sociétés | Poste | Fin |
|---|---|---|
Somerset Group LLC
 Somerset Group LLC Investment ManagersFinance Somerset Group LLC (SG) is an independent registered investment advisor headquartered in Wayzata, Minnesota. It was founded by John M. Murphy, Jr. and Arlene Kielley in 2011. SG offers financial advisory, portfolio management and financial planning services to individual clients, families, and selects institutions on a discretionary and non-discretionary basis. The firm provides investment management services via separately managed accounts and through discrete investment strategies. | Membre du Comité d'Investissement | 01/07/2015 |
| US Bank Trust, NA (Atlanta, Georgia) | Corporate Officer/Principal | - |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Corporate Officer/Principal | - |
Somerset Asset Management LLC
 Somerset Asset Management LLC Investment ManagersFinance Founded in 2003, Somerset Asset Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm provides comprehensive wealth management services to individuals, families and select institutions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Abbey Marlana Spoo
| Saint John's University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |
Somerset Asset Management LLC
Somerset Asset Management LLC Investment ManagersFinance Founded in 2003, Somerset Asset Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm provides comprehensive wealth management services to individuals, families and select institutions. | Finance |
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Finance |
| US Bank Trust, NA (Atlanta, Georgia) | Finance |
Somerset Group LLC
Somerset Group LLC Investment ManagersFinance Somerset Group LLC (SG) is an independent registered investment advisor headquartered in Wayzata, Minnesota. It was founded by John M. Murphy, Jr. and Arlene Kielley in 2011. SG offers financial advisory, portfolio management and financial planning services to individual clients, families, and selects institutions on a discretionary and non-discretionary basis. The firm provides investment management services via separately managed accounts and through discrete investment strategies. | Finance |
