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Abacus Wealth Partners

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Abacus Wealth Partners provides investment advisory services in the United States.

Industries

Consumer Services, Finance

Headquarters

Santa Monica, United States

Employees

51-200

Links

Org chart

CEOs

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Barrett Porter

Chief of Advisory Services

Jorge Paganín

Chief Financial Officer

Gabe Brenner

Chief Investment Officer

Brent Kessel

Founder & Financial Advisor

Spencer Sherman

Founder & Financial Advisor

Brian Canning

Director of Wealth Management

Annemarie Happee

Director of Technology

Walter Yu

Director of Portfolio Management & Trading

Kate Barron-Alicante

Director of Impact

Ericia Gray

Director of Compliance

Danielle Onesto

Director of Marketing

Carrie Armstrong

Executive Assistant & Office Host

Kayla Goold

Executive Assistant & Project Manager

Jennifer Kirkpatrick

Director Of Human Resources

Board & advisors

Susan Olson

Director

Lara Lamb

Director

Teams

+14

Leadership Team

17 members

Offices

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