You're signed outSign in or to get full access.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cannell & Spears | Portfolio Manager | May 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 & Spears | SVP | May 2020 to Present | — |
| Cannell & Co. | Portfolio Manager | May 2020 to Present | — |
| Beck, Mack & Oliver | Partner | Sep 1998 to May 2020 | — |
| Ford Foundation | Senior Security Analyst | Mar 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 & Co | Security Analyst | Oct 1987 to Feb 1993 | — |
| Thirteen/WNET | Researcher | Jun 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 RESOURCES | Co-Founder | Apr 1984 to May 1985 | Import house |
Education
Lehigh University
1979 — 1983
Skills & Expertise
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 | New York, NY , United States | |
| Principal, Portfolio Manager | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager and Macro Strategist | Donald Smith & Co. Inc. | New York, NY , United States | |
N Newton Chung | Manager, Head Trader | Bristol John W & Co. Inc. /ny/ | NJ , United States |
C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |
| Partner, Portfolio Manager | Neville Rodie & Shaw Inc. | New York, NY , United States | |
| Portfolio Manager; Vice President | Neville Rodie & Shaw Inc. | New York, NY , United States |