John Raggio is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Cannell & Spears LLC and has prior work history at Spears Abacus Advisors LLC spanning 18 years. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, and pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on proprietary fundamental research and concentrated security selection, tailoring asset allocation and security choices to client objectives.

Alina Miska is a financial advisor at Cannell & Spears LLC in New York, NY, holding a Series 63 designation with five years of industry experience. She has worked at Cannell & Spears since 2016 and previously at Foreside Fund Services LLC. Miska serves as a Client Service and Planning Manager, focusing on marketing, financial planning, client reporting, client services, and operations. Cannell & Spears LLC provides discretionary portfolio management and financial planning to individuals, trusts, tax-exempt organizations, registered investment companies, and unregistered pooled investment vehicles. The firm employs a long-term, value-oriented investment approach based on fundamental research and concentrated security selection, customizing asset allocation and security choices to client objectives.

Paul Pfeiffer is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has worked at Spears Abacus Advisors LLC since 2009. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including high-net-worth individuals and various institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio construction.

Robert Shapiro is a financial advisor at Cannell & Spears LLC based in New York, NY, with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach focused on proprietary fundamental research and concentrated security selection.

David Mazzullo is a financial advisor at Cannell & Spears LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JonesTrading for over two decades. Outside of his advisory role, he is a part-owner of several businesses related to Hotel Dylan and non-investment real estate ventures. Cannell & Spears LLC provides discretionary portfolio management and financial planning to a diverse set of clients, including individuals, trusts, and tax-exempt organizations. The firm employs a long-term, value-oriented approach grounded in proprietary fundamental research and offers tailored asset allocation that may include illiquid securities and private placements.

Walter Giles is a financial advisor at Cannell & Spears LLC with 28 years of industry experience. He previously worked at Beck Mack & Oliver LLC from 1998 to 2020 before joining Peter B. Cannell & Co., Inc. in 2020. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and tailored portfolio management.

Robert Eising is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection.

Daniel Wetchler is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and previously worked at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm follows a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, trusts, and corporations.

Edward Giles is a financial advisor at Cannell & Spears LLC with four years of industry experience. He has been associated with Peter B. Cannell & Co., Inc. since 2011. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment strategy based on proprietary fundamental research and concentrated security selection.

Lisa Kennedy is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been with Spears Abacus Advisors LLC since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base, including individuals, high-net-worth clients, and various institutional entities. The firm employs a value-oriented, long-term investment strategy based on proprietary fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

Nicholas Petito is a financial advisor at Cannell & Spears LLC with four years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he works as a plumber’s apprentice at Michael J Petito Plumbing & Heating. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

William Spears is a CFA® charterholder with 4 years of industry experience. He is a member of SPEARS & CO. LLC, a holding company, and has been associated with Spears Abacus Advisors LLC since 2007. He is currently with Cannell & Spears LLC in New York, NY. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, and it operates as a multi-team structure with approximately 17 advisors managing several billion dollars in assets.

Emanuel Weintraub is a CFA® charterholder with five years of industry experience. He is currently with Cannell & Spears LLC and has prior experience at Spears Abacus Advisors LLC and Integre Asset Management. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, operating within a multi-team structure of about 17 advisors.

Diana Massey is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has been associated with Spears Abacus Advisors LLC since 2014. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including high-net-worth individuals and institutional clients such as charities, pension plans, and trusts. The firm uses a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets across a multi-team structure.

Ian Maccallum is a financial advisor at Cannell & Spears LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Peter B. Cannell & Co., Inc. since 2014. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, and pooled investment vehicles. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Robert Morgenthau is a financial advisor at Cannell & Spears LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spears Abacus Advisors LLC since 2011. Morgenthau serves as an independent director for three mutual fund families sponsored by Davis Selected Advisors. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on fundamental research and concentrated security selection, managing several billion dollars in client assets through a multi-team structure.

William Herrman II is a financial advisor at Cannell & Spears LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Peter B. Cannell & Co., Inc. since 2018, following a 16-year tenure at Bernstein Private Wealth Management. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, trusts, and corporations. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Joseph Werner is a financial advisor at Cannell & Spears LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Peter B. Cannell & Co., Inc. since 1991. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach grounded in proprietary fundamental research and serves as a sub-adviser to an exchange-traded fund.

James Breece IV is a CFA® charterholder with four years of industry experience. He is currently with Cannell & Spears LLC and has been affiliated with Spears Abacus Advisors LLC since 2010. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to a diverse client base including individuals, high-net-worth clients, and institutions such as charities and pension plans. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and manages several billion dollars in client assets through a multi-team structure.

Margaret Maclennan is a financial advisor at Cannell & Spears LLC with four years of industry experience. She has worked at Spears Abacus Advisors LLC since 2007. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, serving a diverse client base including high-net-worth individuals, charities, pension plans, and pooled investment vehicles.

Jeannie Tai is a financial advisor at Cannell & Spears LLC with four years of industry experience. She previously worked at Spears Abacus Advisors LLC and Integre Asset Management, LLC. Cannell & Spears LLC provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection, managing several billion dollars in assets across a multi-team structure.

Michele Cleary is a financial advisor at Cannell & Spears LLC with eight years of industry experience. She holds a Series 63 designation and has worked at Cannell & Spears since 2013, concurrently serving at Foreside Fund Services, LLC since 2017. Cannell & Spears provides discretionary portfolio management, financial planning, and rollover advice to individual and institutional clients, including high-net-worth individuals, charities, pension plans, trusts, and corporations. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.

Robert Raich is a financial advisor with Cannell & Spears LLC, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Abacus and Associates Inc. since 2001 and serves as president and portfolio manager of Spears Abacus Advisors LLC. Additionally, he is an advisory board member for First Spring Trust Company, advising on family trusts and asset allocation. Cannell & Spears provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals and institutional investors. The firm employs a value-oriented, long-term investment approach based on proprietary fundamental research and concentrated security selection.