Profil
Mr. Lorne Abramson, CFA MBA, is a Principal at ELM Advisors LLC.
Mr. Abramson spent five years as a Portfolio Manager and Financial Advisor at Smith Barney.
In the seven years prior to that, he was a Principal at Spare, Kaplan, Bischel & Associates, a San Francisco institutional investment advisor.
He has been quoted in Fortune magazine, Marketwatch.com and various other business news media.
He has also presented to CPAs, estate attorneys and other financial advisors on the mechanics of index exchange-traded funds (ETFs).
Socially responsible investing – also known as environmental, social and governance (ESG) investing – is both a passion and area of expertise for him.
The Journal of Investing has published his quantitative work on the subject and the study has been cited in numerous other publications internationally.
Subsequently, it was one of 20 key studies reviewed in a joint report published by the United Nations Environment Programme Finance Initiative and Mercer Consulting.
Mr. Abramson earned a B.A.
from Rutgers College, where he graduated Phi Beta Kappa and Magna Cum Laude, and an M.B.A.
from the Wharton School of the University of Pennsylvania.
He is a Chartered Financial Analyst, Certified Financial Planner and a California state-registered tax preparer.
Ehemalige bekannte Positionen von Lorne Abramson
| Unternehmen | Position | Ende |
|---|---|---|
ELM Advisors LLC
 ELM Advisors LLC Investment ManagersFinance Founded in 2005 by Lorne Abramson and Elana Lieberman, ELM Advisors LLC is a registered investment advisor located in Burlingame, California. | Gründer | 01.04.2022 |
| Smith Barney Asset Management | Corporate Officer/Principal | 31.12.2004 |
Spare Kaplan Bischel & Associates, Inc.
 Spare Kaplan Bischel & Associates, Inc. Investment ManagersFinance Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection. | Corporate Officer/Principal | - |
Ausbildung von Lorne Abramson
| Rutgers State University of New Jersey | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
ELM Advisors LLC
ELM Advisors LLC Investment ManagersFinance Founded in 2005 by Lorne Abramson and Elana Lieberman, ELM Advisors LLC is a registered investment advisor located in Burlingame, California. | Finance |
| Smith Barney Asset Management | Finance |
Spare Kaplan Bischel & Associates, Inc.
Spare Kaplan Bischel & Associates, Inc. Investment ManagersFinance Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection. | Finance |
