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Walter Giles

Walter Giles

Portfolio Manager at Spears Abacus Advisors LLC

New York, NY , United States

About

Walter K. Giles is Principal and Portfolio Manager at Cannell & Spears LLC in New York, where he is responsible for managing client investment portfolios and leading equity research within the firm. He oversees allocations across major asset classes with a focus on U.S. equities, and helps guide the firm's sector exposures including technology, financials, consumer, and industrials, as reflected in the firm's portfolio holdings in companies like Microsoft, Apple, Berkshire Hathaway, and Amazon.

Giles brings over three decades of investment management experience. Prior to joining Cannell & Spears in 2020, he was a partner at Beck, Mack & Oliver LLC for 20 years, where he managed client portfolios and analyzed companies. His earlier roles include equity analyst at The Ford Foundation and portfolio management positions at Peter B. Cannell & Co..

He holds a BA in Economics from Lehigh University and is a CFA charterholder. Giles has contributed to industry best practices and has served as a trustee of the Foundation for Child Development and The Boys’ Club of New York. His expertise centers on value-oriented equity investing, portfolio construction, and fundamental company analysis.

Career History

OrganizationRoleDate RangeDetails
Cannell & SpearsPortfolio ManagerMay 2020 to Present
At PBC & Co. we believe that owning shares of well-managed, growing companies can bring significant rewards to the prudent and patient investor. Quality management, a proven record, sound financials ...
Cannell & SpearsSVPMay 2020 to Present
Cannell & Co.Portfolio ManagerMay 2020 to Present
Beck, Mack & OliverPartnerSep 1998 to May 2020
Ford FoundationSenior Security AnalystMar 1993 to Aug 1998
Analytical coverage included the financial services, transportation and chemical industries for in-house public equity portfolio of $1B+
Peter B Cannell & CoSecurity AnalystOct 1987 to Feb 1993
Thirteen/WNETResearcherJun 1985 to Sep 1987
Researcher for the weekly science TV series INNOVATION. Conceived and researched the Emmy award winning episode "To the Nth Dimension and Back"
FR RESOURCESCo-FounderApr 1984 to May 1985
Import house

Education

Lehigh University

1979 1983

Skills & Expertise

Strategic Planning
Financial Analysis
SQL
Analysis
Private Equity
Project Management
Public Speaking
Process Improvement
Equities

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
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
Showing 1-10 of 14 team members

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