Draft:Steven Abernathy
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Comment: Please see WP:FORBES. Kovcszaln6 (talk) 12:44, 24 August 2025 (UTC)
Steven Abernathy | |
|---|---|
| Born | 1956 (age 68–69) |
| Citizenship | American |
| Education | Bachelor of Arts |
| Alma mater | Fordham University |
| Occupations | |
| Years active | 1982–present |
| Known for | The Abernathy Group II |
Steven Abernathy is a New York-based wealth manager and investment strategist.[1][2][3][4] He is known as the founder and chairman of The Abernathy Group II Family Office, a wealth management company.[5][6]
Early life and education
[edit]Steven was born in 1956 in Richmond, Virginia. He attended Fordham University on a football scholarship and graduated with a Bachelor of Arts degree in Biology in 1979.[7]
Career
[edit]In 1982, Steven started working at Shearson American Express and was promoted to the rank of senior vice president of portfolio management in 1989.[8] Later, he joined Cowen and Company as special limited partner and worked there till 1996.[9][10] During this time, he also started his own company, The Abernathy Group, which specialized in asset management of high-net-worth individuals.[11]
In 1996, he founded APB financial group, a registered broker for shareholder activism. In 2011, he founded the Abernathy Group II which evolved into The Abernathy Group II Family Office, which manages the wealth and investment of high-net-worth healthcare and technology experts.[12][13][14][15]
References
[edit]- ^ Abernathy, Steven (2016-11-18). "Conserving Land And Preserving Your Legacy: When A Conservation Easement Should Be Considered". Forbes. Retrieved 2025-07-05.
- ^ "Five sizzling small-company stocks". Money Magazine. 1996. p. 9.
- ^ Schutzer, A I (1994-07-25). "What 1993's top money managers are buying now". Medical Economics. pp. 3–5.
- ^ Scholl, Jaye (1994-02-21). "Leaders of the Pack: How Heavy-Hitter Money Managers Did in '93". Barron's. pp. 1–4.
- ^ Vardi, Nathan (2008-02-08). "Curious George". Forbes. Retrieved 2025-07-04.
- ^ Abernathy, Steven (2016-11-01). "5 Ways to Keep Your Business from Tanking: Vital Succession Planning Lessons". Forbes. Retrieved 2025-07-05.
- ^ "Steven Abernathy". HuffPost. Retrieved 2025-07-04.
- ^ "Steven Abernathy Wants his Asset Managers to Eat Their Own Cooking". The Wall Street Transcript. 2019-09-30. Retrieved 2025-07-04.
- ^ "Abernathy, Steven". The Wall Street Transcript. Retrieved 2025-07-04.
- ^ Epstein, Joseph (1996-02-01). "Your Money, Your Future". Anesthesiology News. p. 1.
- ^ "Steven Abernathy". Clay. Retrieved 2025-07-04.
- ^ Mortkowitz, Laura (2011-06-13). "New Investment Office Launching for High Net Worth Physicians". Medical Economics. Retrieved 2025-07-05.
- ^ Jones, Emily (2016-12-09). "Managing Assets for Families Through Value-Based Investing". The Wall Street Transcript. Retrieved 2025-07-04.
- ^ Phillips, A. (2019-09-20). "Using a Scientific Investment Approach and a Core Satellite Strategy". The Wall Street Transcript. Retrieved 2025-07-04.
- ^ "Voices: Steven Abernathy, on Stock Options in Roth IRAs". The Wall Street Journal. 2013-09-13. ISSN 0099-9660. Retrieved 2025-07-05.