A complete list of active advisors currently associated with Cannell & Spears LLC

Warmer can help you find a great advisor at Cannell & Spears LLC or one who fits your needs even better.

Cannell & Spears LLC provides discretionary portfolio management and financial planning to a broad client base that includes individuals, trusts, tax‑exempt organizations, registered investment companies, and unregistered pooled investment vehicles. The firm also offers sub‑advisory services to an affiliated ETF and facilitates allocations to unaffiliated third‑party separately managed account managers. The firm follows a long‑term, value‑oriented investment approach driven by proprietary fundamental research and concentrated security selection, prioritizing businesses with defensible market positions and catalysts for value realization. Cannell & Spears tailors asset allocation and security choices to each client’s objectives and, when suitable, may allocate to illiquid securities, private placements, or third‑party managers to achieve those goals. Noteworthy for a multi‑team adviser, Cannell & Spears operates as a private fund adviser through a wholly owned subsidiary that manages unregistered pooled vehicles and may receive performance‑based allocations (promotes) for those investments. The firm also discloses predecessor performance tied to its legacy firms, serves as sub‑adviser to The BeeHive ETF (including a revenue‑sharing arrangement with the ETF’s adviser), and discloses how ETF internal expenses can affect client costs.

To learn more about the advisors currently working at Cannell & Spears LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.