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Abner Herrman & Brock Inc.

Harbor Side 5, 185 Hudson St, Suite 1640
Jersey City, New Jersey 07311
United States
 
Contact :      Matthew Flood
Phone :       201-484-2000
Fax :             201-435-4603
Email :         mflood@ahbi.com
Web :           http://www.ahbi.com

Abner Herrman & Brock Inc. Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $2,112
Tax-Exempt Managed ($Mil) : $404
Taxable Assets Managed ($Mil) : $1,708
Year Founded : 1981
Wrap Programs Offered? : Yes
# of Accounts Managed : 1683
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Abner Herrman & Brock Inc. History

Founded in 1981, Abner, Herrman & Brock (AHB) provides custom portfolio management to high-net-worth individuals, endowments, foundations, public funds, and corporate retirement plans. AHB is an independent firm, administered and owned by its managers who have a personal stake in the success of each client portfolio. Our primary goal is to assist clients in achieving their long-term, after-tax investment objectives. AHB's above average client portfolio investment returns reflect the firm's strong professional commitment to strive for excellence in investment management. Operating as a team, AHB's Investment Policy Committee develops the firm's investment strategy and implements the investment process. AHB manages Core Equity, Custom Balanced, and Fixed Income portfolios custom tailored to be flexible with a client's changing lifestyle. Investment portfolios range in size from $500,000 to in excess of $30 million. AHB is registered with the SEC as an investment advisor. Our client base is geographically diverse, with investors residing in more than thirty states and several foreign countries.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
1551
$1667
 
Limited Partnership :
 
Foundations :
32
$50
ERISA :
Unions, Taft-Hartley :
Public :
Others :
100
$395
Total # of Professional : 13 Analysts : 2
Portfolio Managers : 6 Traders : 3
Client Service : 4 Operation : 3

Abner Herrman & Brock Inc. Personnel

Ms.  Caryn Zweig

Portfolio Manager
Tel : 201-484-2000
Email: czweig@ahbi.com
Caryn Zweig, Chief Executive Officer, joined AHB in 1991. Caryn has more than 25 years of experience in the Investment Management Industry managing equity and fixed income portfolios. She is a Research Analyst and Portfolio Manager as well as a member of the Firm’s Investment Policy Committee. Caryn’s background in investment management includes positions as an Equity Research Analyst and Assistant Portfolio Manager at Atalanta Sosnoff Capital. She has held the position of Adjunct Professor at Columbia Business School from 2007-2009. Caryn is also a member of the Economic Club of New York.

Ms.  Jennifer Brundage

Client Contact
Tel : 201-484-2000
Email: jenniferbrundage@ahbi.com
Jennifer Brundage, Chief Administrative Officer, joined the firm in 1998. Jennifer has over 30 years’ experience in administrative management. She is a Relationship Manager and is the head of AHB’s Client Servicing department. Jennifer’s background includes office management and portfolio administration at Rafferty Associates, a commodities firm and The Burgiss Group, a computer consulting company.

Mr.  Frank Palo

Operations/Administrators
Tel : 201-484-2000
Email: frankpalo@ahbi.com
Frank Palo, Senior Vice President, joined the firm in 1999. With over 30 years’ experience Frank is responsible for all aspects of Portfolio Administration, Performance Measurement, and Trade Execution. His background includes positions within the asset management divisions of Morgan Stanley, Lehman Management and Salomon Brothers.

Mr.  Bryan DiDonato

Portfolio Manager
Tel : 201-484-2000
Email: bdidonato@ahbi.com
Bryan DiDonato, Executive Vice President, joined AHB in 2005. Bryan has more than 15 years’ experience in the Investment Management Industry. Bryan is a Fixed Income Research Analyst and Portfolio Manager. He is Chairman of AHB’s Fixed Income Policy Committee and a member of AHB’s Investment Policy Committee. He is a member of the National Federation of Municipal Analysts and is a licensed Municipal Securities Principal (Series 53).

Mr.  Matthew Flood

Marketing Director
Tel : 201-484-2050
Email: mflood@ahbi.com
Matthew Flood, Vice President, Senior Relationship Manager, joined the firm in 2011. Matt is responsible for maintaining and servicing AHB’s Financial Consultant relationships. Prior to joining AHB Matt worked in Morgan Stanley’s Consulting Group before becoming a Financial Consultant at Morgan Stanley.

Mr.  Joshua Kuckley

Portfolio Manager
Tel : 201-484-2020
Email: jkuckley@ahbi.com
Joshua Kuckley, Vice President, joined AHB in 2011. Josh is a Research Analyst and Portfolio Manager leading AHB’s Equity Research. He is also a member of the Firm’s Investment Policy Committee. Prior to joining AHB, Josh served as a Research Associate at Mirror Image Asset Management. He is a member of the New York Society of Security Analysts. Josh is on the Board of Directors for See Far Housing.

Mr.  Evan Kurzman

Portfolio Manager
Tel : 201-484-2000
Email: EKurzman@ahbi.com
Evan Kurzman, Assistant Vice President, joined AHB in 2014. Evan is a Research Analyst, Portfolio Manager, and member of the Investment Policy Committee. He is responsible for streamlining research and trading technologies. Prior to joining AHB Evan was a Financial Analyst at Wyndham Worldwide, and a Sales Representative for OWASP, an internet application security organization.

Mr.  Howard Abner

Portfolio Manager
Tel : 201-484-2000
Email: habner@ahbi.com
Howard Abner, Chairman, has more than 45 years of experience in the Investment Management Industry. He is a Research Analyst and Portfolio Manager as well as member of the Firm’s Investment Policy Committee. Mr. Abner’s investment management experience includes: President of Jas. H. Oliphant & Co., an institutional research firm; Senior Vice President of Laidlaw, Adams & Peck, an investment management firm; and Securities Analyst at Orvis Bros. Howard is a member of The Economic Club of New York, and is an active participant and member of various college advisory boards. Additionally, Howard has served on the Board of Directors of several community and corporate organizations.

Mr.  Alexander DiGregorio

Marketing Associate
Tel : 201-484-2000
Email: adigregorio@ahbi.com
Alexander DiGregorio, Associate, Relationship Manager, joined the firm in 2019. Alex is responsible for the administration and communication of AHB’s business development activities. His background includes working in Private Wealth Management at Summit Financial supporting the business development of Summit’s Financial Consultants.

Ms.  Bindia Patel

Researcher/Analyst
Tel : 201-484-2000
Email: bpatel@ahbi.com
Bindia Patel, Financial and Operations Associate, joined AHB in 2017. Bindia is an Assistant Portfolio Manager. She also supports AHB financial, operations, and compliance departments. Prior to joining AHB, Bindia was an Operations Intern at OurBus, a transportation technology start up. Bindia is a certified Lean/Six Sigma Green belt.

Ms.  Maria Callicoat

Client Contact
Tel : 201-484-2000
Email: mcallicoat@ahbi.com
Maria Callicoat, Senior Associate of Client Services, joined the firm in 2016. Maria has over 20 years’ experience in the Investment Management Industry. She supports both client services and office administration at AHB. Maria’s prior experience includes Compliance assistant, Operations Assistant, and Bookkeeper at Palisade Capital Management LLC.

Abner Herrman & Brock Inc. Product Name

Core Equity:Privately Managed Accounts
Custom Balanced:Privately Managed Accounts
Taxable Bond:Privately Managed Accounts
Municipal Bond:Privately Managed Accounts
Report Created: January,27 2020.  Copyright Money Manager Review , All rights Reserved.
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