About
Robert Raich is the Managing Principal and Portfolio Manager at Cannell & Spears, based in New York, NY. He joined Cannell & Spears in 2007 and is integral to its leadership, overseeing portfolio management and investment strategy, with a specific focus on public equities and multi-asset portfolios, including both equity and fixed-income securities. Raich also supervises investments in the BeeHive Fund, an open-ended investment company managed by the firm.
His sector expertise covers large-cap U.S. equities with significant holdings in technology (such as Microsoft, Apple, Alphabet, NVIDIA, and Oracle), consumer discretionary, industrials, and financials, often selecting companies with strong market positions and sound fundamentals. He specializes in multi-generational family wealth management, legacy planning, philanthropic advice, tax strategy, and trust and estate administration, with an emphasis on tailored relationships and deep financial planning for high-net-worth families.
Before his current role, Raich began his career at Price Waterhouse LLP as an auditor for Fortune 500 clients, continued in accounting at Raich Ende Malter & Co., LLP, and became President and Chief Investment Officer at Abacus and Associates in 2002, a position he continues to hold concurrently. He holds a Master of Business Administration from Columbia Business School and a Bachelor of Science in Accountancy from Arizona State University, and has contributed to the investment community through leadership roles in philanthropic and literary organizations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cannell & Spears | Principal | Jan 2007 to Present | — |
| Abacus and Associates, Inc. | President and CIO | Jan 2001 to Present | — |
| Raich Ende Malter & Co., LLP | Accountant | Jan 1998 to Jan 2000 | — |
| PwC | Senior Auditor | Jan 1992 to Jan 1996 | — |
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
1997 — 1998
Arizona State University
Bachelor of Science (BS) in Accountancy
1988 — 1992
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 | |
| 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, Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States |
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