About
Joseph Molloy is a Portfolio Administrator at Cannell & Spears, based in New York, NY. In this capacity, he supports the firm's operations team, collaborates with portfolio managers on client requests, and assists with a range of special projects related to investment management. His role is primarily focused on operational and client service functions within the investment process.
Prior to joining Cannell & Spears in 2024, Joseph served as a Client Service Associate on the Private Bank and Wealth Management team at Silicon Valley Bank, gaining hands-on experience in high-net-worth client service and private banking. Earlier in his career, he worked at First Citizens Bank, further developing his skills in financial services and client relations.
Joseph holds a Bachelor of Science in Finance with a minor in Business Analytics from Fairfield University, earned in 2022. While his current responsibilities are operational and do not indicate a dedicated sector or asset class specialization, his educational background and experience position him well to support portfolio management and analytics initiatives at the firm.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cannell & Spears | Analyst | Nov 2024 to Present | — |
| First Citizens Bank | Client Service Specialist | Sep 2022 to Nov 2024 | — |
| SVB Private | Unknown to Present | — | |
| Silicon Valley Bank | Client Service Specialist | Sep 2022 to Present | — |
Education
Fairfield University
Bachelor of Science - BS, Finance, Business Analytics
2018 — 2022
Shaker High School
2014 — 2018
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 | |
| 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 | New York, NY , United States | |
| Principal, Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States |
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