OUR PEOPLE

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 Kuckley, CFA
Investment Analyst
Assistant Vice President
Washington and Lee University, BA 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

OUR PROFESSIONALS

Jennifer Brundage,
Chief Administrative Officer

Ohio University, 
BA English

Jennifer Brundage, Chief Administrative Officer, joined the firm in 1998 bringing over 30 years of professional management experience leading AHB’s Client Servicing and Corporate Administrative departments.

 

 

Frank Palo
Vice President
Fordham University BA Economics

Frank Palo, Vice President, joined the firm in 1999, bringing 27 years of experience in asset management operations and trading. Frank is responsible for all aspects of portfolio administration, performance measurement and trade execution.

 

 

Matthew Flood
Vice President
University of Connecticut, BA Economics

Matthew Flood, Vice President, joined the firm in 2011, bringing more than 4 years of experience from the Wealth Management Division at Morgan Stanley Smith Barney. Matthew is responsible for supporting many of the Business Development efforts at AHB, including Sales and Marketing.

 

 

 

Evan Kurzman
Financial & Research Analyst
Rutgers Business School, BS Finance, BS Business Analytics & Information Technology
 

Evan Kurzman, Financial & Research Analyst, joined the firm in 2014. Evan is responsible for aspects of research, internal financial analysis, trading, portfolio administration, and billing including the enhancement and streamlining of these processes by developing new applications and leveraging technology.

 

 

Maria Callicoat
Senior Associate of Client Services
Ramapo College of New Jersey, BA English

Maria Callicoat, Senior Associate of Client Services, joined the firm in 2016, bringing over 20 years of professional experience. Maria is responsible for client services and office administration. Her previous experience includes Compliance Assistant, operations Assistant, and Bookkeeper at Palisade Capital Management LLC.

 

 

 

Bindia Patel
Business Associate
Rutgers School of Engineering, BS Applied Sciences in Engineering, BA Economics

Bindia Patel, Business Associate, joined the firm in 2017. Bindia contributes in the areas of corporate financial operations, compliance, and client operations.