Spencer Sherman
Founder at Abacus Wealth Partners LLC
Network origin in Spencer Sherman first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
388
| College/University | Other Consumer Services | 388 |
Brandeis University
69
| College/University | Other Consumer Services | 69 |
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.
16
| Private Company | Investment Managers | 16 |
Sherman Financial Group LLC
 Sherman Financial Group LLC Miscellaneous Commercial ServicesCommercial Services Sherman Financial Group LLC provides debt recovery services. It provides its services to financial institutions, credit card companies, and retailers. The company was founded in February 1999 and is located in New York, NY.
1
| Subsidiary | Miscellaneous Commercial Services | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Spencer Sherman via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| UNITEDHEALTH GROUP INC. | Managed Health Care | President Private Equity Investor | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| ESPERION THERAPEUTICS, INC. | Pharmaceuticals: Major | Director/Board Member Director/Board Member | |
Rethink, Inc.
 Rethink, Inc. Packaged SoftwareTechnology Services Rethink, Inc. operates as a global health technology company. It offers cloud-based treatment tools, training and clinical supports for individuals with developmental disabilities and their caregivers. The company was founded by Daniel Etra, Ilana Kukoff and Eran Rosenthal in 2007 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
| DIAMOND RESORTS INTERNATIONAL INC | Hotels/Resorts/Cruise lines | Director/Board Member Director/Board Member | |
| University of Virginia | College/University | Undergraduate Degree Undergraduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Corporate Officer/Principal Graduate Degree | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree | |
Credit Suisse AG
 Credit Suisse AG Investment ManagersFinance Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services. | Investment Managers | Director/Board Member Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Corporate Officer/Principal Graduate Degree Undergraduate Degree | |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Director/Board Member Analyst-Equity Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
| University of California, Los Angeles | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Harvard Business School | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Columbia Law School | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Longitude Capital Management Co LLC
 Longitude Capital Management Co LLC Investment ManagersFinance Longitude Capital Management Co LLC (Longitude Capital) is a venture capital firm founded in 2006 by Juliet Trammenoms Bakker, Patrick Enright, David Hirsch and Marc-Henri Galletti. The firm is headquartered in Menlo Park, California. | Investment Managers | Founder Private Equity Investor | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| JAZZ PHARMACEUTICALS PLC | Pharmaceuticals: Major | Director/Board Member Director of Finance/CFO | |
National Venture Capital Association
 National Venture Capital Association Miscellaneous Commercial ServicesCommercial Services National Venture Capital Association provides business association services. It facilitates networking opportunities and provides research data to its members. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Chairman | |
Flagstar Bank NA
 Flagstar Bank NA Savings BanksFinance Flagstar Bank NA operates as federally chartered savings bank. The firm offers personal, business and commercial banking services. The company was founded by Thomas J. Hammond in 1987 and is headquartered in Troy, MI. | Savings Banks | Director/Board Member Chief Administrative Officer | |
The Westminster Schools (Georgia)
 The Westminster Schools (Georgia) Other Consumer ServicesConsumer Services The Westminster Schools operates schools and educational institutions. It is a Christian, independent day school for boys and girls from pre-first through high school. The school was founded in 1951 and is headquartered in Atlanta, GA | College/University | Director/Board Member | |
DailyPay, Inc.
 DailyPay, Inc. Packaged SoftwareTechnology Services DailyPay, Inc. develops a platform that provides next day payments for employees and contractors. It offers solutions for enterprises, drivers, and restaurants. The company was founded by Jason Lee and Robert Law in 2015 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
| Georgia Hispanic Chamber of Commerce | Director/Board Member | ||
OneEleven Financial Wellness
 OneEleven Financial Wellness Miscellaneous Commercial ServicesCommercial Services OneEleven Financial Wellness provides financial education and early stage wealth coaching services to young professionals. The company was founded by Dani Pascarella and Korrie Martinez and is headquartered in New York, NY. | Miscellaneous Commercial Services | Founder | |
| HD SUPPLY HOLDINGS, INC. | Wholesale Distributors | General Counsel | |
Preciate, Inc.
 Preciate, Inc. Packaged SoftwareTechnology Services Preciate, Inc. engages in the development of application to build the real-time story. The company was founded by Edward Allen Stevens in 2017 and is headquartered in Dallas, TX. | Packaged Software | Director/Board Member |
Statistics
International
| United States | 44 |
| Switzerland | 2 |
| Ireland | 2 |
Sectoral
| Finance | 18 |
| Consumer Services | 17 |
| Commercial Services | 5 |
| Technology Services | 4 |
| Health Technology | 3 |
Operational
| Director/Board Member | 394 |
| Corporate Officer/Principal | 209 |
| Undergraduate Degree | 102 |
| Chairman | 70 |
| Founder | 66 |
Most connected contacts
| Insiders | |
|---|---|
| Patrick Enright | 41 |
| Michael Klein | 38 |
| Kjell Bjordal | 31 |
| Jan L. Garfinkle | 28 |
| Andrew Slavitt | 27 |
| Farid Harianto | 27 |
| Edward Shapiro | 26 |
| Andrew Swinand | 24 |
| David Thomas | 21 |
| William Snider | 21 |
| Stephen M. Campe | 21 |
| Chung-Yuen S. Kwan | 20 |
| Gady Nemirovsky | 20 |
| Eric Schwartz | 20 |
| Ixchell Duarte | 18 |
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