J. Edward Abbe, IV, CFP®
Vice President, Senior Portfolio Manager, Asset Management
With over 30 years of experience in the financial services industry, James Edward (Ned) Abbe manages over $200 million in tailored portfolios and serves on the Investment Committee providing general equity research with a focus on technology, consumer and healthcare. He also helps customize the trading platform for securities trading and rebalancing. Prior to joining Atlantic Union Bank Wealth Management, he worked as an investment representative for Fleet Securities and Morgan Stanley Dean Witter and provided correspondent investment research for Scott & Stringfellow, Inc. (BB&T).
“It’s important in investing to identify realistic goals and design a path to reach them methodically,” according to Ned. “I’m passionate about building my knowledge base and using that to help families exceed their goals.”
Ned holds memberships in the Chartered Financial Analyst (CFA) Society of Virginia, the Chartered Financial Analyst Institute, holds the Certified Financial Planner designation, and earned a B.A. in Economics from Washington & Lee University.
When he’s not working, you can find Ned and his family on the water – sailing or fishing.
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.