Who We Are


Founder and Chairman

About Steven

Steven Abernathy is the Founder and Chairman of The Abernathy Group II Family Office. Prior to The Abernathy Group II Family Office, Mr. Abernathy was recruited by Shearson American Express in 1982 and joined its training program in 1983, eventually becoming Senior Vice President of Portfolio Management. In 1989, Mr. Abernathy joined Cowen & Co., a research and trading boutique specializing in healthcare and technology, as a Special Limited Partner and Director of its Executive Services Division. While at Cowen, Mr. Abernathy developed The Abernathy Group, a group of investment professionals specializing in asset management for experts in healthcare and technology. This collaboration between investment professional and client-expert was called the Collaborative Investing® style of portfolio management. This group was committed to furthering Mr. Abernathy’s goal of marrying the Collaborative Investing® style with value investing. The collaborative effort forged between Mr. Abernathy’s financial knowledge and the technology and healthcare expertise of his clients has produced “top-tier” results. In 1996, Mr. Abernathy co-founded The Abernathy Technology Research Institute, formerly known as The Abernathy Leet Institute for Financial Research, a registered broker-dealer. Mr. Abernathy is a member of CFA Institute and the New York Society of Security Analysts. Mr. Abernathy earned a Bachelor of Science Degree as a pre-med student from Fordham University. In addition to studying Biology, he completed extensive studies in music theory and received a full football scholarship.

Mr. Abernathy has been featured in many publications, including Fortune, Forbes, American Medical News, Nelsons Worlds Best Money Managers, Barron’s, Medical Economics, Physicians Money Digest, Ophthalmology Management, Orthopedics Today, The Physicians Personal Advisory, The Financial Times, Money Manager Review, Podiatry Management, Anesthesiology News, Hedge Mar, CPA Wealth Advisor, Business Week, Journal of Financial Planning, American Way, Journal of Practical Estate Planning, Biotechnology Investing, Wealth and Retirement Planner, Financial Advisor Magazine, Advisor Today, Journal of Retirement Planning and the cover of Money Magazine, among others, and on various television programs, including CBS MarketWatch, CNN, MSN and Bloomberg.

The Abernathy Group II and its predecessors have been ranked number 1, 16 times by Nelson’s World’s Best Money Managers since 1991.