Joseph L. Rorke
Regional Chief Investment Officer
Joe is the regional chief investment officer for the Midwest region in Abbot Downing’s Minneapolis office. He is responsible for providing investment management solutions including fixed income, equity, and complementary strategies for clients of Abbot Downing. Joe has over 25 years of experience in the financial industry, primarily as an investment strategist to a national clientele of wealthy individuals and private trusts as well as foundations and endowments.
Prior to Abbot Downing, Joe was an investment strategist for Wells Fargo Private Bank where he managed the assets in discretionary investment portfolios for individuals, endowments, foundations, and charitable trusts. Prior to joining Wells Fargo in 2000, Joe worked for a family owned bank, managing their extensive personal assets and the equity assets of the trust department. Joe has experience in private placements, venture capital, and energy/mineral interest and other non-traditional asset classes.
Joe received a bachelor’s degree in finance from Iowa State University. He is a holder of the right to use the Chartered Financial Analyst® designation and graduate of the ABA Trust School. He is also a member of the CFA Society of Minnesota.
Joe and his wife, Linda, are proud parents of three boys who seem to be involved in every sport but hockey.