Lorne Abramson, Cfa, Cfp®, Ea

Lorne Abramson, Cfa, Cfp®, Ea Email and Phone Number

Independent hourly & project-based financial planner/investment advisor @ Abramson Financial Planning, LLC
Lorne Abramson, Cfa, Cfp®, Ea's Location
Burlingame, California, United States, United States
Lorne Abramson, Cfa, Cfp®, Ea's Contact Details

Lorne Abramson, Cfa, Cfp®, Ea work email

Lorne Abramson, Cfa, Cfp®, Ea personal email

n/a
About Lorne Abramson, Cfa, Cfp®, Ea

Seasoned independent financial planner/investment advisor with over 30 years of industry experience. Owner of Abramson Financial Planning, LLC, providing hourly and project-based financial planning/investment advice on an as-needed basis, primarily to near-retirees and retirees.Previously, co-founder of ELM Advisors, LLC, an independent SEC-registered investment advisory firm serving primarily individuals and families, with a particular focus on those in or near retirement.Prior to ELM Advisors, was a securities analyst and portfolio manager at Morgan Stanley (formerly Smith Barney) and SKBA Capital Management, serving both individual and institutional clients.Decades-long experience and interest in environmental, social and governance (ESG) investing. Studies and articles published in industry journals, and invited to present at conferences.Invited to present to CPAs, estate attorneys and other financial advisors on the mechanics of index-exchange traded funds (ETFs).Quoted in Fortune magazine, Wall Street Journal, and other leading business news media.

Lorne Abramson, Cfa, Cfp®, Ea's Current Company Details
Abramson Financial Planning, LLC

Abramson Financial Planning, Llc

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Independent hourly & project-based financial planner/investment advisor
Lorne Abramson, Cfa, Cfp®, Ea Work Experience Details
  • Abramson Financial Planning, Llc
    Founder
    Abramson Financial Planning, Llc May 2022 - Present
    • Provide hourly and project-based financial planning & investing advice, on an as-needed basis.
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  • Elm Advisors, Llc
    Principal/Co-Founder
    Elm Advisors, Llc Aug 2005 - Apr 2022
    •Co-founded independent, SEC-registered investment advisory firm.•Provided wealth management/financial planning services to over 100 high net worth individuals and families, as well as serving foundations and endowments.
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  • Morgan Stanley
    Portfolio Manager
    Morgan Stanley 2000 - 2005
    New York, Ny, Us
    •Facilitated expansion of family practice (ELM Group) into broader financial planning/wealth management, beyond traditional investment services.•As a result of practice's early adoption of index exchange traded funds, invited by Barclays (currently, Blackrock) iShares to present on ETFs to broader financial advisor community.
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  • Skba Capital Management, Llc
    Principal
    Skba Capital Management, Llc May 1993 - Nov 2000
    San Francisco, California, Us
    •Initiated and led firm's Socially Responsible Value investment strategy.•Quantitative work on socially responsible investing published by the Journal of Investing, Subsequently cited in over 100 other academic journals/papers internationally, and highlighted as one of 20 key SRI studies in a joint report published by the United Nations Environment Programme Finance Initiative and Mercer Consulting.•Performed fundamental securities analysis, primarily following the banking industry.
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  • Shorebank
    Intern
    Shorebank 1992 - 1992
    Chicago, Il, Us
    •MBA summer internship at renowned community development bank in Chicago.•Conducted competitive retail funding analysis.
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  • N. W. Ayer & Son
    Assistant Account Executive
    N. W. Ayer & Son 1990 - 1991
    •Serviced AT&T client advertising account
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  • Grey Group
    Assistant Account Executive
    Grey Group 1988 - 1990
    New York, Ny, Us
    •Serviced Kenner Toys client advertising account
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Lorne Abramson, Cfa, Cfp®, Ea Skills

Financial Advisory High Net Worth Individuals Portfolio Management Investment Advisory Etfs Asset Management Asset Allocation Wealth Management

Lorne Abramson, Cfa, Cfp®, Ea Education Details

  • The Wharton School
    The Wharton School
    Finance
  • Rutgers University
    Rutgers University
    Art History
  • Ucl
    Ucl
    Art History
  • Montclair High School
    Montclair High School

Frequently Asked Questions about Lorne Abramson, Cfa, Cfp®, Ea

What company does Lorne Abramson, Cfa, Cfp®, Ea work for?

Lorne Abramson, Cfa, Cfp®, Ea works for Abramson Financial Planning, Llc

What is Lorne Abramson, Cfa, Cfp®, Ea's role at the current company?

Lorne Abramson, Cfa, Cfp®, Ea's current role is Independent hourly & project-based financial planner/investment advisor.

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Lorne Abramson, Cfa, Cfp®, Ea attended The Wharton School, Rutgers University, Ucl, Montclair High School.

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Lorne Abramson, Cfa, Cfp®, Ea has interest in Health.

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Lorne Abramson, Cfa, Cfp®, Ea has skills like Financial Advisory, High Net Worth Individuals, Portfolio Management, Investment Advisory, Etfs, Asset Management, Asset Allocation, Wealth Management.

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