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 Middleburg Financial, 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, 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.