Bud Abbott
Bud Abbott is a Senior Director at Family Endowment Partners where he is responsible for evaluating and monitoring investment managers across a full range of public asset classes and strategies.
Previous Experience
Prior to joining Family Endowment Partners, Bud spent eight years increasing his in-depth knowledge of the global financial markets while working one-on-one with Peter Lynch at Fidelity Investments. In his senior relationship manager role, his duties included strategically managing all asset allocations across numerous accounts, executing trades within all asset classes, performance reporting, while proactively researching and reporting on relevant news affecting individual companies, specific sectors and broad economic markets.
His 14 years experience in finance started at Fidelity Investments after serving six years in the US Navy. Fidelity Investments is a leading provider of financial services to investors with $2.5 trillion in assets under custody and $1.2 trillion under management. He quickly moved up within Fidelity to their Private Client group that handles clients with over $1 million in assets, where he was responsible for helping high net worth clients with complex asset allocation, wealth management and estate planning issues. He was then promoted to help lead one of the top teams nationally within the Private Client group where he passed along his knowledge and mentored junior representatives. It was from this position that Bud was selected to help Peter Lynch, the Lynch family and The Lynch Foundation.
Education
Bud is a graduate of Quinnipiac University with a BS in Financial Management and is currently pursuing a MBA (Chartered Financial Analyst Track). He is a member of the Financial Management Association of New Hampshire and works with several non-profit organizations helping special needs children.
Bud and his wife live in Merrimack, New Hampshire with their two children.