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Spencer Sherman
Founder at Abacus Wealth Partners LLC
Spencer Sherman active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Founder | 2003-12-31 | - |
Chief Executive Officer | 2003-12-31 | 2022-12-31 |
Career history of Spencer Sherman
Former positions of Spencer Sherman
Companies | Position | Start | End |
---|---|---|---|
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 | - | 2003-12-30 |
Training of Spencer Sherman
Brandeis University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Chief Executive Officer | 1 |
Founder | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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