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Name | Title | Since | Until |
---|---|---|---|
Daniel Wetchler | Associate Analyst | 2022 | 2024 |
Biography | Daniel joined Spears Abacus in 2020. He is a Portfolio Manager and Senior Analyst with more than a decade of experience, including an extensive background in public equity investments. His responsibilities span the entire investment process including idea generation, equity research, stock selection, and portfolio management. Prior to joining Spears Abacus, Daniel was a Senior Analyst at Integre Asset Management, LLC, where he focused on equity research and stock selection. He began his career in 2010 as an Equity Research Associate covering the financial services sector at Evercore Partners. Daniel received a BA in Economics from the University of Michigan in 2010 and became a CFA charterholder in 2014. | ||
Paul F. Pfeiffer | Principal | 2013 | 2024 |
Biography | Paul joined Spears Abacus as a Principal, portfolio manager and equity analyst in 2009. He has spent his entire career in the investment management business and has managed client portfolios since 1977. Paul’s long experience and growth-oriented perspective add depth to our team. Paul began his career in 1972 as an analyst in the Investment Services Department of Goldman Sachs & Company. In 1977, the business was reorganized as an affiliate of Goldman Sachs called McCowan Associates. Paul was promoted to Partner and subsequently worked for the new entity as a portfolio manager and analyst for over 20 years. In 2002, after four years as a Partner with Eagle Growth Investors, Paul joined MB Investment Partners as lead manager of the firm’s Growth Equity Strategy. Paul received a BA degree from the University of Washington in 1972 and a MBA from New York University Stern School of Business in 1975. | ||
James E. Breece | Principal | 2013 | 2024 |
Biography | James E. Breece, CFA, is a principal of Spears Abacus Advisors LLC. Since joining the Advisor in 2007, Mr. Breece has served as a Portfolio Manager and an Equity Analyst. Prior to joining the Advisor, Mr. Breece was associated with Abacus & Associates Inc. | ||
William G. Spears | Founder | 2008 | 2019 |
Biography | William G. Spears, CFA, is a founder of Spears Abacus Advisors LLC. Since establishing the Advisor in 2007, Mr. Spears has served as Chairman and Chief Executive Officer and a Portfolio Manager. Spears is a founding member of the Spears Abacus Advisors LLC in July 1999, and has served in the capacity of both portfolio manager and portfolio analyst since that time. Prior to July 1999, he founded Spears Benzak Salomon & Farrell ("SBSF"), a New York investment management firm, in l972. Prior to founding SBSF, Spears spent almost a decade at Loeb Rhoades & Company. He is also a director of Avatar Holdings (NASDAQ: AVTR) and United Health Group (NYSE: UNH). Spears holds the Chartered Financial Analyst designation. | ||
Robert M. Raich | President | 2008 | 2019 |
Biography | Robert M. Raich, CPA, is a founding principal of the Spears Abacus Advisors LLC. Since establishing the Spears Abacus Advisors LLC in 2007, Mr. Raich has served as President. Mr. Raich has served as President and Chief Investment Officer of Abacus & Associates Inc. since 2002. | ||
Cindy J. Starke | Portfolio Manager | 2013 | 2014 |
Biography | Prior to joining EULAV Asset Management in 2014, Ms. Starke was a Portfolio Manager and Equity Analyst at Spears Abacus Advisors from 2012 to 2014. From 2010 to 2012, she was an Equity Analyst with Conative Capital Management and from 2007 to 2009, a Managing Director, Portfolio Manager and Equity Analyst at Barrett Associates. From 1999 to 2007 she was Managing Director, Portfolio Manager and Equity Analyst at NewBridge Partners and Victory NewBridge. Ms. Starke received her BS in Business Administration from Fordham University in 1991 and an MBA in Finance from Fordham University in 1999. |
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