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The Abacus Investment Committee

The Abacus Investment Department, in conjunction with the Investment Committee, is responsible for investment research and portfolio construction that aligns with clients' financial goals and societal values, as well as the firm's values and mission. Meet the Committee →

Please note the publish date of this blog. Financial information, market conditions, and other data mentioned in this post may no longer be accurate or relevant.

We are pleased to announce that Lindsey Woodward is our newest member of the Investment Committee. Prior to joining Abacus, Lindsey was an analyst with Dimensional Fund Advisors, supporting Abacus and our Investment Committee with analysis of the strategies that make up a significant portion of Abacus client portfolios. In her experience working for Dimensional, she developed a very broad understanding of investments and financial markets. Prior to working at Dimensional, she was with Thornburg Investment Management. She has a passion for seeking answers and solutions to investment challenges.

As of April 1st, Brent Kessel has stepped down from the Investment Committee to focus on his other duties within Abacus including his role as the CEO. Some of us on the Committee have had the pleasure of working closely with Brent since 2012, and he has been part of the Committee throughout all of Abacus’ history. We have learned a tremendous amount from Brent in this role, and know that he will continue to inform our thinking in the future.

Please join us in welcoming Lindsey to the Investment Committee and thanking Brent for his many years of service and guidance on the Committee.

Disclosure

Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability. This material prepared by Abacus Wealth Partners, LLC is for informational purposes only and is accurate as of the date it was prepared. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Advisory services are only offered to clients or prospective clients where Abacus Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Abacus Wealth Partners, LLC unless a client service agreement is in place. This material is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus Wealth Partners, LLC is not an accounting or legal firm. Please consult with your tax and/or legal professional regarding your specific tax and/or legal situation when determining if any of the mentioned strategies are right for you.

Please Note: Abacus does not make any representations or warranties as to the accuracy, timeliness, suitability, and completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to Abacus’ website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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Abacus Wealth Partners, LLC (‘Abacus’) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is developed from sources believed to be providing accurate information. Abacus’ website and its associated links offer news, commentary, and generalized research. The opinions expressed and material provided are for general information and should not be considered as a recommendation or solicitation of any particular security, strategy or investment product. It is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not a legal or accounting firm. Please consult with your tax and/or legal professional regarding your specific tax or legal situation when determining if any of the mentioned strategies are right for you. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.

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