Beth Storjohann
Chief Executive Officer at Abacus Wealth Partners LLC
Profile
Mary Elizabeth Storjohann is currently the Co-Chief Executive Officer at Abacus Wealth Partners LLC.
Previously, she worked as the Director of Client Services at Financial Strategies, Inc. from 2004 to 2006, as a Senior Financial Planner at HoyleCohen LLC from 2011 to 2014, and as an Associate Portfolio Manager at Osher Van de Voorde Investment Management from 2007 to 2010.
She obtained her undergraduate degree from San Diego State University in 2006.
Beth Storjohann active positions
| Companies | Position | Start |
|---|---|---|
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 | 31/01/2022 |
Former positions of Beth Storjohann
| Companies | Position | 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 | 31/12/2013 |
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 | 31/07/2010 |
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 | 31/07/2006 |
Training of Beth Storjohann
| San Diego State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
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 |
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 |
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