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Joseph Molloy

Joseph Molloy

Analyst at Spears Abacus Advisors LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Cannell & SpearsAnalystNov 2024 to Present
First Citizens BankClient Service SpecialistSep 2022 to Nov 2024
SVB PrivateUnknown to Present
Silicon Valley BankClient Service SpecialistSep 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)

NameRoleLocation
Daniel Wetchler
Daniel Wetchler
Principal and Portfolio ManagerNew York, NY , United States
David Mazzullo
David Mazzullo
PrincipalNew York, NY , United States
Jeb Breece
Jeb Breece
Principal and Portfolio ManagerNew York, NY , United States
John Raggio
John Raggio
PrincipalNew York, NY , United States
Marge MacLennan
Marge MacLennan
PrincipalNew York, NY , United States
Robert Morgenthau
Robert Morgenthau
PrincipalNew York, NY , United States
Robert Raich
Robert Raich
PrincipalNew York, NY , United States
Ronald Thow
Ronald Thow
PrincipalNew York, NY , United States
S Basu Mullick
S Basu Mullick
Principal, Portfolio ManagerNew York, NY , United States
Walter Giles
Walter Giles
Portfolio ManagerNew York, NY , United States
Showing 1-10 of 14 team members

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