Regional Chief Investment Officer
Jerome Paolini is the regional chief investment officer of Asset Management. He provides comprehensive investment consulting services, helping clients establish an overall investment plan and investment policy statement. Jerome also assists clients with the search and selection of investment managers and overall portfolio construction and monitoring.
Jerome has more than 26 years of experience in the financial services industry. Prior to joining Abbot Downing, Jerome was a director of Investments with Wells Fargo Family Wealth. In his previous Wells Fargo role, he established the Investment Consulting Group, serving as director, where he led the development of asset allocation programs, investment manager due diligence and the method for reporting integrated investment performance. Prior to Wells Fargo, Jerome was director of marketing for Franklin Management, Inc., and a principal for the money management firm, Spare, Kaplan, Bischel & Associates.
Jerome earned his master’s degree in business administration with a concentration in finance from Golden Gate University and a bachelor’s degree in business administration from the University of the Pacific.
Jerome is a member of the Investment Management Consultants Association (IMCA) and is affiliated with the Money Management Institute.