1834 was formed on the promise of building stable, enduring wealth management and investment advisory relationships with high-net-worth individuals and institutions. The name honors the storied legacy of our parent company, Old National, that was founded in 1834. We pride ourselves in offering a tailored approach to wealth management through boutique-style practices. Our clients have access to deep institutional and professional investment knowledge in a custom, personalized service model built around their long-term financial needs and aspirations. 1834 services:Wealth Planning · Investment Management · Trust & Fiduciary Services · Estate Planning & Administration · Private Banking (through Old National Bank) · Institutional Services for businesses and nonprofits, including Investment Management, Corporate Trust Services, Philanthropy & Endowment Services and Retirement Plan Services. About Old National Bank:1834 is backed by the strength and stability of Old National, a Top 35 U.S. bank that has been faithfully serving clients for nearly 200 years. Headquartered in Evansville, Ind., and Chicago, Ill., Old National has ~$45+ billion in assets, ~$30 billion in assets under management in Wealth Management and more than 250 banking centers throughout the Midwest.

Abbot Downing (a Wells Fargo business) serves the wealth management needs of ultra-high net worth multigenerational families, family offices, foundations, and endowments. Abbot Downing has over $47 billion in assets under management; $5 billion in loan commitments; and nearly $4 billion in deposits.The Head of Private Banking/Senior Managing Director of Private Banking is the business leader for ultra-high net worth private banking. Led the integration of the legacy private banking groups into the newly formed (April 2012) Abbot Downing private banking group. - Produced robust growth each year in loan commitments and outstandings, and deposit balances. CAGR of each exceeded 10%.- Developed strategic business plans and implemented and executed tactics to meet private banking business goals. Resulting CAGR’s: private banking revenues 12.5%, net interest income 10.4%, personnel expense (1.4%), and total direct expenses (1.2%). - Planned strategy and drove execution to deliver high-quality custom credit solutions to clients.- Provided oversight, coaching and education to teams to ensure delivery of private banking solutions to meet client needs and meet company credit standards.- Oversaw the risk assessment and risk management of private banking procedures and processes. All key risk metrics were below the outer thresholds with no exceptions.- Provided oversight of the credit underwriting and approval process by ensuring lending processes were effective and timely.- Provided leadership by actively participating in the following committees: Wealth & Investment Management (“WIM”) Asset & Liability Committee; WIM BSA Committee; WIM Credit Pricing Committee; WIM Deposit Pricing Committee; WIM Next Gen Initiatives; WFC Minnesota Leadership Council; and Abbot Downing Management, Operating, Senior Leaders and Risk Committees. Chaired the Abbot Downing Advisory Council.

Managed a team of bankers in multiple offices responsible for providing financing for the largest and most complex leveraged buyouts, mergers and acquisitions, recapitalizations and ESOPs. Also specialized in complex transactions where there are multiple layers of debt, or where there is rapid growth in a leveraged situation.

Senior investment banker on taxable and tax-exempt bond financings with credit quality ranging from unrated private placements to rated and/or credit enhanced public offerings. Directed all aspects of bond financings; advised on mergers and acquisitions; performed valuation analyses; and advised clients on derivative financial products.