Carol Schleif, CFA, is a Regional Chief Investment Officer of Asset Management for the Midwest region at Abbot Downing. She is a member of the Abbot Downing Advisory Council, as well as the Asset Allocation and Editorial Advisory Committees. Prior to joining Abbot Downing, Mrs. Schleif was a Partner and Investment Principal at Lowry Hill from 1993 to 2012. She was a member of the firm’s Investment Strategy and Asset Allocation teams and actively engaged in mentoring and coaching investment talent. Before Lowry Hill, Mrs. Schleif was a Director of Investment Research and Senior Analyst for John G. Kinnard & Company. Prior to that, she was a Research Officer at First Trust Company. Mrs. Schleif began her investment career in 1983 as a Market Strategist with Piper Jaffray & Hopwood. From 1996 to 2001, Mrs. Schleif authored a monthly column for the award-winning regional business publication Twin Cities Business Monthly. She authors a quarterly column for the Wells Fargo online publication Todayís Connections and Multi-Unit Franchisee magazine, and has continued to write many articles for TCBM and other publications, including Physician’s Money Digest, Estate Planning, MN Law & Politics and Arizona Business. Mrs. Schleif graduated summa cum laude with dual bachelor’s degrees in business and equestrian science from William Woods University in Missouri. She is a CFA Charterholder and a member of the CFA Institute. Mrs. Schleif serves as Vice Chair of the investment committee of the College of St. Benedict and a Mentor in the MENTTIUM Program, an organization dedicated to developing high-performance female talent. She previously served on the board of directors for Gillette Children’s Hospital, The Twin Cities Society of Securities Analysts and the MN Children’s Museum.
Focused Investing for Globally Exposed Portfolios
July 26, 2013