201-484-2000 info@ahbi.com

WELCOME TO

Abner Herrman & Brock

Managing customized separate account portfolios of Large Capitalization stocks and Investment-Grade bonds since 1981.

WHO WE SERVE

Individuals & Families

We provide custom solutions for individuals and families. You will have access to our experienced investment professionals who will structure your portfolio to match your unique investment objectives.

Non-Profit Organizations & Corporations

We provide personalized solutions to small and mid-sized organizations. We custom manage equity, bond and balanced portfolios with a strong emphasis on preservation of capital and focus your investment in large-cap value and growth companies and investment-grade bonds.

Financial Advisors

We work with financial advisors to provide investment solutions to help achieve their clients investment objectives.  Our investment strategies are available as seperately managed accounts in many wrap platforms at broker dealers, banks and registered investment advisory firms across the United States.

INVESTMENT TEAM

Howard J. Abner, CFA
Chairman
Cornell University, MBA
Finance University of Bridgeport, BA

Howard Abner, Chairman, has more than 45 years of experience in the investment management industry. He is a member of the Investment Policy Committee and is active in both research and portfolio management at AHBI.

Caryn J. Zweig
Chief Operating Officer
Columbia Business School, MBA
Cornell University, BS Business Management

Caryn Zweig, Chief Operating Officer, joined the firm in 1991 as a member of Abner, Herrman & Brock’s Investment Policy Committee. Caryn has more than 20 years of experience in managing equity and fixed income portfolios.

Kevin E. Strauss, CFA
President
Cornell University, MBA Finance
Cornell University, BS Business Management

Kevin Strauss, President, joined the firm in 2002 as a member of Abner, Herrman & Brock’s Investment Policy Committee. Kevin has more than 20 years of experience in managing equity and fixed income portfolios.

Bryan DiDonato, CFA
Senior Vice President
Cornell University, BS
Applied Economics and Management

Bryan DiDonato, Senior Vice President, is a Fixed Income Portfolio Manager and member of AHBI’s Investment Policy Committee. Bryan directs AHBI’s municipal credit research efforts and is responsible for overseeing the team that evaluates municipalities and issue structures.

Joshua Kuckly, CFA
Investment Analyst
Assistant Vice President
Washington and Lee University, B.S., Business Management

Joshua Kuckley, Assistant Vice President, Investment Analyst, joined the firm in 2011. As an Investment Analyst and member of AHB’s Investment Policy Committee, Joshua coordinates the AHB equity research analysis

Customized separately managed accounts available in four investment strategies.

Large Cap Core Equity
Custom Balanced
Municipal Bond
Taxable Bond

AHBI IN THE NEWS

QUARTERLY REVIEWS

COMMENTARIES

AHB Holiday Luncheon

AHBI IN THE NEWS
PSN
Top Guns Designation and 6 Star Rating

Abner, Herrman & Brock’s Investment-Grade Taxable Bond Separately Managed Account (SMA) has been awarded a Top Guns designation and 6 star rating by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers…

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QUARTERLY REVIEWS
October 2017
Goldilocks

Today’s bull market paused in 2015, with a slight decline for the year, then reasserted itself in late 2016 when investors considered the new
administration’s plans for a future with a less regulated business environment and an
overall improving global economy…

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COMMENTARIES
Tax-Efficient Portfolio Transitions

The recent rise in equity prices over the last few years has left many individuals with sizable unrealized gains…

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Thank you to all who joined us at AHB’s annual Holiday Luncheon, and thank you to all of our clients for making this another successful year. Happy Holidays!

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