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Abner Herrman & Brock Inc.

Harborside Financial Center, Plaza 5, Suite 1640
Jersey City, New Jersey 07311
United States
 
Contact :      Matthew Flood
Phone :       201-484-2000
Fax :             201-435-4603
Email :         info@ahbi.com
Web :           http://www.ahbi.com

Abner Herrman & Brock Inc. Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $1,610
Tax-Exempt Managed ($Mil) : $313
Taxable Assets Managed ($Mil) : $1,297
Year Founded : 1981
Wrap Programs Offered? : Yes
# of Accounts Managed : 1477
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, Core Balanced and Bond 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 :
1368
$1288
 
Limited Partnership :
 
Foundations :
13
$17
ERISA :
Unions, Taft-Hartley :
Public :
Others :
96
$305
Total # of Professional : 4 Analysts : 1
Portfolio Managers : 4 Traders : 3
Client Service : 4 Operation : 0

Abner Herrman & Brock Inc. Personnel

Ms.  Caryn Zweig

Portfolio Manager
Tel : 201-484-2000
Email: info@ahbi.com
Caryn Zweig, Managing Director and Senior Portfolio Manager, joined the firm in 1991 as a member of its Investment Policy Committee. Caryn?s background in investment management includes positions as an Equity Research Analyst and Assistant Portfolio Manager at Atalanta Sosnoff Capital. Prior to that, she was a Research Associate at Oppenheimer Fund Management, Inc. In addition to her responsibilities at AHB, Caryn is President of Athena Capital Corporation, a private limited investment partnership affiliated with AHB. Caryn has appeared on CNBC and has been interviewed by USA Today and Barron?s. Ms. Zweig earned her Bachelor's Degree in Business Management and Finance at Cornell University and her MBA at Columbia University.

Ms.  Jennifer Brundage

Client Contact
Tel : 201-484-2000
Email: info@ahbi.com
Jennifer Brundage joined the firm in 1998, bringing 20 years of professional management experience to oversee the company?s administrative activities. As Chief Administrative Officer she is responsible for all aspects of Client Services as well as supervising Portfolio Administration. Jennifer?s background includes office management at Rafferty Associates, a commodities firm and The Burgiss Group, a computer consulting company. Ms. Brundage earned her B.A. in English from Ohio University.

Mr.  Frank Palo

Data Preparer
Tel : 201-484-2000
Email: fpalo@ahbi.com
Frank Palo, a Portfolio Administrator & Trade Support at Abner, Herrman & Brock, joined the firm in 1999 and again returned in 2005, bringing over 20 years of experience in asset management operations. Frank is responsible for portfolio administration along with assisting with the trading in client portfolios. His background in asset management includes positions as a portfolio administrator for Morgan Stanley, Lehman Management and Salomon Brothers working with high net worth and institutional clients.

Mr.  Kevin Strauss

Portfolio Manager
Tel : 201-484-2000
Email: kstrauss@ahbi.com
Kevin Strauss joined Abner, Herrman & Brock in 2002 as a Managing Director & Senior Portfolio Manager. He is also a member of the firm?s Investment Policy Committee. Prior to joining AHB, Kevin spent eight years with Smith Barney Asset Management rising from a research analyst to a Senior Portfolio Manager in the firm?s Large-Cap Equity Group. Kevin is a member of the Advisory Council for Cornell University?s Entrepreneurship and Personal Enterprise Program. Kevin is also a member of the New York Society of Security Analysts (NYSSA) and the Association for Investment Management and Research (AIMR).

Mr.  Bryan DiDonato

Securities Trader
Tel : 201-484-2000
Email: bdidonato@ahbi.com
Bryan DiDonato joined Abner, Herrman & Brock in 2005 to assist in portfolio administration and trade support. His responsibilities include assisting with the trading in client portfolios, portfolio administration, and client services. Prior to joining AHB, Bryan helped manage a family wine business.

Mr.  Matthew Flood

Marketing Director
Tel : 201-484-2050
Email: mflood@ahbi.com

Mr.  Joshua Kuckley

Researcher/Analyst
Tel : 2014842020
Email: jkuckley@ahbi.com

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: July,17 2018.  Copyright Money Manager Review , All rights Reserved.
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