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    Steven Abernathy

    Chief Investment Officer and Portfolio Manager at The Abernathy Group Growth Fund

    Professional Background

    Steven Abernathy is a seasoned investment professional and the visionary founder of The Abernathy Group II, an acclaimed investment firm established in 1989. With a rich history of audited performance and a commitment to excellence, the firm has earned a distinguished reputation within the financial sector. In June 2010, Steven took a significant step forward by launching The Abernathy Group II Family Office, which integrates a comprehensive suite of services tailored to the unique financial and estate planning needs of high-net-worth families.

    The Family Office encompasses various critical areas, including asset management, asset protection, estate planning, financial planning, and tax planning, along with other personalized services designed to cater to the complexities of wealth management. Steven's extensive experience in healthcare finance led to the creation of a specialized Physicians' division within the firm. This division aims to assist medical professionals in not only enhancing the quality of healthcare but also in building sustainable wealth, enjoying fulfilling retirements, and passing on their legacies to the next generation while ensuring robust asset protection for their families.

    Education and Achievements

    Steven's academic background is impressive, having earned a Bachelor of Applied Science (BASc) from Fordham University, where he studied a diverse range of subjects, including Chemistry, Biology, and Music Theory. This multifaceted education equips him with a unique perspective on problem-solving and strategic planning that is invaluable in his line of work. Furthermore, his scholarly pursuits provide him with a holistic approach to understanding the complexities of wealth management, particularly in relation to healthcare, a field where he has made a significant impact.

    Throughout his career, Steven has held several prominent positions that reflect his leadership capabilities and industry expertise. As the Chief Investment Officer and Portfolio Manager at The Abernathy Group Growth Fund, he has demonstrated exceptional acumen in investment strategy and asset management. His previous roles include Principal and Chairman of the Board at The Abernathy Group II Family Office, as well as Principal at The Abernathy Group II. In addition, he served as a Limited Partner in Venture Capital, where he contributed to the growth of innovative companies, further solidifying his stature within the finance and investment community.

    Achievements

    Under Steven's guidance, The Abernathy Group II Family Office has distinguished itself through its integrated team approach, providing clients with unbiased, fiduciary counsel that reflects industry best practices. The firm prides itself on managing wealth with integrity, focusing exclusively on the best interests of clients without selling products or services. Instead, it leverages its comprehensive access to a wide selection of publicly available financial products and carefully curated private offerings, ensuring that clients receive the highest caliber of service tailored to their unique financial situations.

    Key achievements of Steven Abernathy and The Abernathy Group II include:

    • Establishing a highly rated investment firm with a longstanding audited track record, reflecting commitment to transparency and performance.
    • Launching of the Physicians' division, which supports medical professionals in achieving their financial goals.
    • Developing a family office model that integrates financial, estate, and tax planning services, which promotes a holistic approach to wealth management.
    • Cultivating a robust network of specialists, including portfolio managers, business consultants, accountants, and legal experts, to deliver comprehensive services to clients.

    Through his innovative thinking, strategic foresight, and unwavering dedication to client success, Steven Abernathy has positioned himself as a leader in the field of investment management and financial planning. His legacy is evident in the lasting impact of The Abernathy Group II on the financial well-being of families and individuals seeking comprehensive management solutions for their wealth.

    Related Questions

    How did Steven Abernathy develop his expertise in investment management and financial planning?
    What inspired Steven Abernathy to establish The Abernathy Group II Family Office?
    What strategies does Steven Abernathy implement to ensure clients receive conflict-free fiduciary counsel?
    How has Steven Abernathy contributed to improving financial literacy among healthcare professionals?
    What unique challenges does Steven Abernathy face in managing wealth for physicians and high-net-worth families?
    Steven Abernathy
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    Location

    New York, New York, United States