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OUR TEAM

Driving our commitment to clients and investment excellence.

 

Led by the firm’s founders, Herb and Randall Abramson, our experienced team of investment professionals is committed to helping our institutional and high net worth clients achieve their goals.

Our secret to success: the close collaboration between our Investment Advisory & Client Relations and Investment Management teams. Our team of Portfolio Managers draws on our internal investment management capabilities, delivering customized, world-class investment solutions. Our investment managers always have the end client in mind when developing new and innovative investment strategies.

 


OUR TEAM

Driving our commitment to clients and investment excellence.

 

Led by the firm’s founders, Herb and Randall Abramson, our experienced team of investment professionals is committed to helping our institutional and high net worth clients achieve their goals.

Our secret to success: the close collaboration between our Investment Advisory & Client Relations and Investment Management teams. Our team of Portfolio Managers draws on our internal investment management capabilities, delivering customized, world-class investment solutions. Our investment managers always have the end client in mind when developing new and innovative investment strategies.

 


Leadership

Chairman, Portfolio Manager

Herb Abramson, LL.B

Chairman, Portfolio Manager
CEO, Portfolio Manager

Randall Abramson, CFA

CEO, Portfolio Manager
Senior Vice President, General Counsel

Adam Abramson, LL.B, CFA

Senior Vice President, General Counsel
Chief Compliance Officer

Sasha Rnjak

Chief Compliance Officer
Director of Issuer Trading Services

Ari Scheer

Director of Issuer Trading Services
Director of Research

RJ Steinhoff, CFA

Director of Research

Operations

Chief Compliance Officer

Sasha Rnjak

Chief Compliance Officer
Chief Financial Officer

Manchula Srikaruna, CPA, CGA

Chief Financial Officer

Investment Advisory and Client Relations

Providing discretionary managed accounts or advisory accounts, dedicated to helping high net worth individuals and institutions meet their goals.

Chairman, Portfolio Manager

Herb Abramson, LL.B

Chairman, Portfolio Manager
CEO, Portfolio Manager

Randall Abramson, CFA

CEO, Portfolio Manager
Vice President, Portfolio Manager

Alex Frenkel, CIM®

Vice President, Portfolio Manager

Investment Management

Chairman, Portfolio Manager

Herb Abramson, LL.B

Chairman, Portfolio Manager
CEO, Portfolio Manager

Randall Abramson, CFA

CEO, Portfolio Manager
Analytical Systems

Gil Levinson

Analytical Systems
Director of Research

RJ Steinhoff, CFA

Director of Research
Analyst

Gennadiy Velichko

Analyst

Trading

Head Trader

Sam Tosaria, CFA

Head Trader