Spencer Sherman
Fondateur chez Abacus Wealth Partners LLC
Profil
Spencer David Sherman is the founder of Abacus Wealth Partners LLC, a financial advisory firm founded in 2004.
He currently holds the title of Financial Advisor at the firm.
Prior to founding Abacus Wealth Partners LLC, Mr. Sherman held the position of Chief Executive Officer at Sherman Financial Group LLC from 1994 to 2003.
He received his undergraduate degree from Brandeis University in 1983 and an MBA from The Wharton School of the University of Pennsylvania in 1987.
Postes actifs de Spencer Sherman
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/2004 |
Anciens postes connus de Spencer Sherman
| Sociétés | Poste | Fin |
|---|---|---|
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. | President | 31/12/2003 |
Formation de Spencer Sherman
| Brandeis University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
