Steven Abernathy

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Steven Abernathy
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Born1956 (age 69–70)
Richmond, Virginia
CitizenshipAmerican
EducationBachelor of Arts
Alma materFordham University
Occupation
  • Investment strategist
  • Wealth manager
Years active1982–present
Known forThe Abernathy Group II

Steven Abernathy is a New York-based wealth manager and investment strategist.[1][2][3] He is known as the founder and chairman of The Abernathy Group II Family Office, a wealth management company.[4][5]

Early life and education

Steven was born in 1956 in Richmond, Virginia. He attended Fordham University on a football scholarship and graduated with a Bachelor of Arts degree in Biology in 1979.[6]

Career

In 1982, Steven started working at Shearson American Express and was promoted to the rank of senior vice president of portfolio management in 1989.[7] Later, he joined Cowen and Company as special limited partner and worked there till 1996.[8][9]

In 1996, he founded APB financial group, a registered broker for shareholder activism. In 2011, he founded the Abernathy Group II which evolved into The Abernathy Group II Family Office, which manages the wealth and investment of high-net-worth healthcare and technology experts.[10][11][12][13]

References

  1. "Five sizzling small-company stocks". Money Magazine. 1996. p. 9.
  2. Schutzer, A I (1994-07-25). "What 1993's top money managers are buying now". Medical Economics. pp. 3–5.
  3. Scholl, Jaye (1994-02-21). "Leaders of the Pack: How Heavy-Hitter Money Managers Did in '93". Barron's. pp. 1–4.
  4. Vardi, Nathan (2008-02-08). "Curious George". Forbes. Retrieved 2025-07-04.
  5. Abernathy, Steven (2016-11-01). "5 Ways to Keep Your Business from Tanking: Vital Succession Planning Lessons". Forbes. Retrieved 2025-07-05.
  6. "Steven Abernathy". HuffPost. Retrieved 2025-07-04.
  7. "Steven Abernathy Wants his Asset Managers to Eat Their Own Cooking". The Wall Street Transcript. 2019-09-30. Retrieved 2025-07-04.
  8. "Abernathy, Steven". The Wall Street Transcript. Retrieved 2025-07-04.
  9. Epstein, Joseph (1996-02-01). "Your Money, Your Future". Anesthesiology News. p. 1.
  10. Luster, Brian (2014-03-22). "All in the Family: An Unusual Twist on Banking". barrons. Retrieved 2026-01-18.
  11. Mortkowitz, Laura (2011-06-13). "New Investment Office Launching for High Net Worth Physicians". Medical Economics. Retrieved 2025-07-05.
  12. Jones, Emily (2016-12-09). "Managing Assets for Families Through Value-Based Investing". The Wall Street Transcript. Retrieved 2025-07-04.
  13. Phillips, A. (2019-09-20). "Using a Scientific Investment Approach and a Core Satellite Strategy". The Wall Street Transcript. Retrieved 2025-07-04.

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