Cannell & Spears Information

Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co. and Spears Abacus, two firms with multi-decade legacies of providing independent advice to individuals and families. While investing is at our very core, we can help with every aspect of your family’s financial life. You will work directly with the senior decision-makers of our firm. Not salespeople. Not “relationship managers”. This means that you will benefit from our deep, personal experience across a broad range of investing and planning considerations. If you are looking for the antidote to large, impersonal firms, you will find it at Cannell & Spears. Cannell & Spears is an investment adviser registered under the Investment Advisers Act of 1940. We are not a broker-dealer, nor do we engage in investment banking or related activities that might pose a conflict of interest with our investment advisory services No opinion expressed in this account should be relied on as investment advice. Any mention of particular stocks or companies does not constitute and should not be considered an investment recommendation by Cannell & Spears. The past performance of any stock discussed in this account is not a guarantee of future results. Current performance may be higher or lower. Any forward-looking statement made in this account is inherently uncertain and should not be relied upon as a statement of actual performance. Cannell & Spears hereby disclaims any and all liability to anyone for any direct, indirect, implied, punitive, special, incidental, consequential, or other damages arising directly or indirectly from any use of or reliance on any view or opinion expressed in this account, all of which are provided as is and without any warranty.