Beth Storjohann
Chief Executive Officer at Abacus Wealth Partners LLC
Beth Storjohann active positions
| Companies | Position | Start | End |
|---|---|---|---|
Abacus Wealth Partners LLC
 Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Executive Officer | 01/02/2022 | - |
| Corporate Officer/Principal | 01/03/2019 | 01/02/2022 |
Career history of Beth Storjohann
Former positions of Beth Storjohann
| Companies | Position | Start | End |
|---|---|---|---|
HoyleCohen LLC
 HoyleCohen LLC Investment ManagersFinance HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations. | Corporate Officer/Principal | 01/01/2011 | 01/01/2014 |
Osher Van de Voorde Investment Management
 Osher Van de Voorde Investment Management Investment ManagersFinance Founded in 1993, Osher Van de Voorde Investment Management, formerly Robert Osher Investment Management, is a registered investment advisor located in Pasadena, California. | Corporate Officer/Principal | 01/10/2007 | 01/08/2010 |
Financial Strategies, Inc.
 Financial Strategies, Inc. Investment ManagersFinance Financial Strategies, Inc. provides investment advice. The private company is based in Rockville, MD. The company was founded by Stanley Diller. | Corporate Officer/Principal | 01/05/2004 | 01/08/2006 |
Training of Beth Storjohann
| San Diego State University | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 4 |
| Chief Executive Officer | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Abacus Wealth Partners LLC
Abacus Wealth Partners LLC Investment ManagersFinance Abacus Wealth Partners LLC (Abacus) is an independent, SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Brent Kessel and Spencer Sherman in 2004 after the merger of Abacus Wealth Management LLC (AWM) and Sherman Financial, Inc. (SFI). Abacus provides investment management services to individuals, high net-worth individuals, couples, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
HoyleCohen LLC
HoyleCohen LLC Investment ManagersFinance HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations. | Finance |
Osher Van de Voorde Investment Management
Osher Van de Voorde Investment Management Investment ManagersFinance Founded in 1993, Osher Van de Voorde Investment Management, formerly Robert Osher Investment Management, is a registered investment advisor located in Pasadena, California. | Finance |
Financial Strategies, Inc.
Financial Strategies, Inc. Investment ManagersFinance Financial Strategies, Inc. provides investment advice. The private company is based in Rockville, MD. The company was founded by Stanley Diller. | Finance |
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