The leadership team at Abacus Wealth Partners has a history of experience in the financial industry, with a focus on investments and compliance. The team has also worked extensively in non-profit organizations and education.
Annemarie Happee
Director of Technology
Barrett Porter
Chief of Advisory Services
Brent Kessel
Founder & Financial Advisor
Brian Canning
Director of Wealth Management
Brooke Mease
Associate Creative Director
Carrie Armstrong
Executive Assistant & Office H...
Chrysantha Cosby
Director of Client Service
Danielle Onesto
Director of Marketing
Ericia Gray
Director of Compliance
Gabe Brenner
Chief Investment Officer
J.D. Bruce
Chief of Growth
Jessica Lu
Chief Operating Officer
Jorge Paganín
Chief Financial Officer
Kate Barron-Alicante
Director of Impact
Kayla Goold
Executive Assistant & Project ...
Mary Beth Storjohann
CEO
Neela Hummel
CEO
Spencer Sherman
Founder & Financial Advisor
Walter Yu
Director of Portfolio Manageme...
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