Sign in
Robert Raich

Robert Raich

Principal at Spears Abacus Advisors LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Cannell & SpearsPrincipalJan 2007 to Present
Abacus and Associates, Inc.President and CIOJan 2001 to Present
Raich Ende Malter & Co., LLPAccountantJan 1998 to Jan 2000
PwCSenior AuditorJan 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)

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
Joseph Molloy
Joseph Molloy
AnalystNew York, NY , United States
Marge MacLennan
Marge MacLennan
PrincipalNew York, NY , United States
Robert Morgenthau
Robert Morgenthau
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

Similar Fund Managers

NameRoleFundLocation
Kamal Shah
Kamal Shah
Portfolio Manager and Macro StrategistDonald Smith & Co. Inc.New York, NY , United States
N
Newton Chung
Manager, Head TraderBristol John W & Co. Inc. /ny/NJ , United States
C
Charles Mott
PartnerBristol John W & Co. Inc. /ny/Hampton Bays, NY , United States
Reed Choate
Reed Choate
Partner, Portfolio ManagerNeville Rodie & Shaw Inc.New York, NY , United States
William Patterson
William Patterson
Portfolio Manager; Vice PresidentNeville Rodie & Shaw Inc.New York, NY , United States