Cannell & Spears Email Format
Investment ManagementNew York, United States11-50 Employees
Cannell & Spears provides independent financial guidance to individuals and families with investing at its core while offering support across a client’s broader financial life. The firm was formed on January 1, 2024 through the merger of Cannell & Co. and Spears Abacus, bringing together two legacy firms. Clients work directly with senior decision-makers rather than salespeople, gaining access to deep experience across investing and planning considerations. It is based in New York and operates as an investment adviser registered under the Investment Advisers Act of 1940. It is not a broker-dealer and does not engage in investment banking or related activities, reducing potential conflicts with its advisory services.