Carol M. Schleif
Deputy Chief Investment Officer
Carol is the deputy chief investment officer of Asset Management where she is responsible for helping create and communicate the firm’s Asset Management Strategy including designing and delivering the internal investment learning and development curriculum. She is actively involved in business development and overseeing the product management platform and serves on the firm’s Asset Allocation, Investment Themes, Investment Governance, Editorial, and Publications Content Committees. Carol continues to manage client relationships, providing clients with strategic, long-term investment guidance as she did in her previous role as Regional Chief Investment Officer for the Midwest region.
Carol was a partner and investment principal at Lowry Hill (predecessor firm to Abbot Downing) where she was a member of the firm’s Investment Strategy and Asset Allocation teams. Carol was previously the Director of Investment Research and a senior analyst for John G. Kinnard & Company. Prior to that, she was a research officer at First Trust Company. Carol began her career in 1983 as a market strategist with Piper Jaffray & Hopwood, analyzing market and group dynamics.
From 1996 to 2001, Carol authored a monthly column for the award-winning regional business publication Twin Cities Business Monthly (TCBM). Currently, Carol authors a quarterly column Multi-Unit Franchisee magazine. She has also written for Physician’s Money Digest, Estate Planning, MN Law & Politics and Arizona Business. Carol has frequently lectured on a variety of topics such as investment management and philosophy, asset allocation, stock selection, how to select a money manager, technological convergence/cyber security, millennial demographics and ESG/SRI sensibilities and behavioral finance. Carol has been featured on CNBC, Street.com and quoted in the Wall Street Journal, Bloomberg, Reuters and other national and regional publications.
Carol graduated with dual bachelor’s degrees in business and equestrian science from William Woods University in Missouri. She is a Chartered Financial Analyst and is a member of the CFA Institute.
Carol serves on the Board of Trustees for the College of St. Benedict where she leads the investment committee, and is a member of the college’s executive board, academic affairs, trusteeship and finance committees. Carol is a mentor in the MENTTIUM Program and a mentor in her local CFA Society. She is a member and past board member of the local society of securities analysts, CFA MN. She previously served on the Board of Trustees and numerous committees for Twin Cities-based Children’s Cancer Research Fund and Gillette Children’s Hospital.