Abbey Marlana Spoo
Chief Investment Officer at Marquette Asset Management LLC
Profile
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.
Abbey Marlana Spoo active positions
Companies | Position | Start |
---|---|---|
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. | Chief Investment Officer | - |
Former positions of Abbey Marlana Spoo
Companies | Position | End |
---|---|---|
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. | Investment Committee Member | 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. | Portfolio Manager-Equities | - |
Training of Abbey Marlana Spoo
Saint John's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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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 |
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 |
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 |
US Bank Trust, NA (Atlanta, Georgia) | 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 |
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