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Spencer Sherman
Fondatore presso Abacus Wealth Partners LLC
Posizioni attive di Spencer Sherman
Società | Posizione | Inizio | Fine |
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Abacus Wealth Partners LLC
![]() Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Fondatore | 01/01/2004 | - |
Amministratore Delegato | 01/01/2004 | 01/01/2023 |
Storia della carriera di Spencer Sherman
Precedenti posizioni note di Spencer Sherman
Società | Posizione | Inizio | Fine |
---|---|---|---|
Sherman Financial Group LLC
![]() Sherman Financial Group LLC Miscellaneous Commercial ServicesCommercial Services Sherman Financial Group LLC provides debt recovery services. It provides its services to financial institutions, credit card companies, and retailers. The company was founded in February 1999 and is located in New York, NY. | Presidente | - | 31/12/2003 |
Formazione di Spencer Sherman
Brandeis University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Chief Executive Officer | 1 |
Founder | 1 |
Undergraduate Degree | 1 |
Settori
Consumer Services | 3 |
Finance | 2 |
Commercial Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Abacus Wealth Partners LLC
![]() Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Sherman Financial Group LLC
![]() Sherman Financial Group LLC Miscellaneous Commercial ServicesCommercial Services Sherman Financial Group LLC provides debt recovery services. It provides its services to financial institutions, credit card companies, and retailers. The company was founded in February 1999 and is located in New York, NY. | Commercial Services |
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