Meet the team behind your Family Office
We know earning your trust is key to a strong long-term relationship. We also know we’re not going to do that through a website. However we do believe we’ve put together a management team and advisory board with a keen understanding of the financial needs of our diverse clients.
In addition to the many years our principals have worked as professional investors on Wall Street, The Abernathy Group II Family Office also makes use of the insights of an Advisory Board of prominent, thought-leading doctors across a wide range of specialties who share many of the same goals as our members.
Take a moment to learn more about some of the key members of our team then give us a call at (212) 293-3456 or e-mail us at DLeMoine@abbygroup.com to arrange a time to talk with us directly.
Meet our Management Team
Brian Luster, CEO and Co-Founder
Brian Luster is a principal and co-portfolio manager of the Abernathy Group II. Mr. Luster joined the firm in 2000 as an equity analyst and has served on the investment committee since 2002. During his tenure, he developed “Quantimental Analysis” – a process combining quantitative and fundamental value investing – and Clinical Investing® – a rigorous and systematic, catalyst-driven investment process focusing on value-based fundamental analysis modeled after the FDA’s famously stringent drug approval process. These innovations have improved volatility and lowered the overall correlation of portfolios to indices while reducing Capital at Risk. Mr. Luster has contributed to articles in Physician’s Money Digest, The American Association of Individual Investors and The Bottom Line. He attended NYU’s Stern School of Business, earning a Bachelor of Science degree in both Finance and Economics, and has completed post-baccalaureate studies in the pre-medical sciences. Mr. Luster has been named Best Investment Adviser for Doctors by Medical Economics in 2010 and Dental Practice Magazine in 2011.
Steven Abernathy, Chairman of the Board and Co-Founder
Steven Abernathy is the founder, principal and chairman of The Abernathy Group II. Prior to founding the firm, Mr. Abernathy joined Cowen & Co. in 1989 as a special limited partner and director of its Executive Services division. He earned a reputation as a unique professional investor who applied the art of value investing to the Medical and Information Technology sectors. While at Cowen, Mr. Abernathy developed the Collaborative Investing® process, a nationwide network of Medical and Information Technology investors who pool their expertise in order to identify companies with superior products, technologies and management teams. This concept is the foundation of The Abernathy Group II’s investment philosophy. In 1996, he co-founded The Abernathy Technology Research Institute, formerly known as The Abernathy Leet Institute for Financial Research, a registered broker-dealer. Prior to Cowen, Mr. Abernathy worked at Shearson American Express in 1982 and eventually became senior vice president of portfolio management. He is a member of the CFA Institute and the New York Society of Security Analysts. Mr. Abernathy attended Fordham University in New York on a football scholarship, earning a Bachelor of Science degree in Biology in 1979.