About
John V. Raggio, CFA, serves as Principal and Portfolio Manager at Cannell & Spears in New York, where he leads the firm's fixed-income strategies. With more than 15 years of experience, he specializes in constructing portfolios for clients encompassing municipal bonds and corporate bonds, including tax-exempt and total-return oriented allocations. His client base ranges from individual investors to institutions, such as endowments and corporations, for whom he develops tailored cash-management solutions and asset allocation advice.
Raggio's expertise is focused on the fixed income asset class—particularly municipal bonds for tax-efficient income and corporate bonds for portfolio stability—while also incorporating market-inefficiency strategies for total return. He has designed solutions for clients to address future spending needs, such as college tuition planning and liability-driven investing, and has a track record managing complex investment mandates.
Before joining Cannell & Spears in 2008, Raggio held roles with Spears Abacus as a Fixed Income Analyst and with BNY Mellon in portfolio management. He earned his BA in Finance from the University of Richmond’s Robins School of Business and a Certificate in Investment Banking from New York University, obtaining the CFA designation in 2013. He is also active in philanthropy, serving on the board of Northwell Health’s Western region and chairing Lenox Hill Hospital's New Leadership Council.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cannell & Spears | Principal | May 2008 to Present | — |
| Spears Abacus | Fixed Income Analyst | Jan 2008 to Jan 2010 | — |
| BNY Mellon | Portfolio Management | May 2006 to Jun 2008 | — |
Education
University of Richmond - Robins School of Business
Finance
2003 — 2006
New York University
Certificate in Investment Banking
2008 Present
Others at Spears Abacus Advisors LLC (14)
| Name | Role | Location |
|---|---|---|
| Principal and Portfolio Manager | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal and Portfolio Manager | New York, NY , United States | |
| Analyst | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal, Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States |
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