Abe works with individuals, families, business and non-profit organizations providing investment management, risk management and financial planning services aligned with helping them to meet their financial goals. He joined our company in 2015 and in 2024 was named the Director of Investment Management.
A native of Lincolnville, Abe is a graduate of Camden Hills Regional High School and Babson College in Wellesley, Mass., where he majored in business management with a concentration in finance. He holds FINRA Series 66 and 7 securities licenses and is a CERTIFIED FINANCIAL PLANNER™ professional.
Abe worked in the financial services industry in the Boston area for almost 10 years before returning home to Midcoast Maine in 2015. Prior to joining Allen Insurance and Financial, he was Director of U.S. Investment Operations for C|A overseeing a department of 45 staff in four offices serving more than 300 foundation, endowment, pension, and private wealth clients. He also worked for nearly two years at Fidelity Charitable, the largest donor advised fund in the U.S.
Outside of work, Abe enjoys all the Midcoast has to offer with his family, from the ocean and hiking trails to the museums and restaurants. He currently serves as Treasurer of the Board of Directors for Five Town Little League, is a founding member of the Rotary Club of West Bay Satellite, serves on the Finance Committee for Midcoast Habitat for Humanity, and coaches youth sports locally. Abe, his wife, Anna, and their son live in Camden.