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Asset Management

Laurel Norris , CAIA , CIMA ®

Senior Portfolio Manager

Laurel Norris

Laurel is a vice president and senior portfolio manager in Abbot Downing’s San Francisco office. She is responsible for providing clients with strategic long-term investment guidance through a disciplined, comprehensive, and objective planning process. Laurel serves as a member of the Abbot Downing Investment Themes team working to identify long-term investment opportunities and participates on a foundation roundtable focusing on portfolio management for tax-exempt entities.

In addition, Laurel has been involved with the development of the Abbot Downing Investment Platform working to create Investment Policy Statements, marketing resources, source investment opportunities, and technology platforms for use by the Abbot Downing Asset Management team. She is a co-leader of the Abbot Downing Next Generation Cohort helping develop the future generation of talent in our organization.

Laurel joined Wells Fargo in 2003 and has held previous roles within Asset Management in The Private Bank and Family Wealth groups. Previously, she worked at Banc of America Securities in equity researching covering medical supplies and devices.

Laurel earned a bachelor’s degree in business economics from Brown University. She holds the Chartered Alternative Investment Analyst and Certified Investment Management Analyst designations.

Laurel and her husband, Sean, are raising their two children at their home in San Rafael, California. She is an avid outdoor enthusiast and participates in her children’s school fundraising and community activities.

420 Montgomery Street, 11th floor

San Francisco, CA 94104

415-396-6802

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