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The firm leverages the breadth of our team’s business and global-investment experience to provide tailored strategies and solutions to attain your goals. Every member of the team is focused on serving the investment needs of the clients, whether they are individuals, families, funds, business enterprises or non-profit entities.

 

Team Collaboration & Communication

We tend to work collaboratively on every aspect of a client's investment plan and portfolio. Together our team works to ensure the consistent attention and careful consideration of pertinent details. By sharing insight and information and communicating regularly with our clients and their other estate-planning professionals, we strive to provide a multi-dimensional client experience and coordinated strategy for optimum effectiveness. Motivated by trust and transparency, we discuss our thinking and decisions with you along the way.

 

 

 
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  Investment Partners Asset Management at a Glance
  • Founded in 1995

  • Registered with the U.S.
    Securities and Exchange Commission

  • Fee-based Investment Advisor*

  • Offices in New Jersey
    & Virginia
 

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Frank

Frank J. Abella, Jr.

Frank J. Abella, Jr., President and CEO of Investment Partners Group, directs all advisory and consulting activities.

With ME and MS degrees in engineering and science from Stevens Institute of Technology, Frank began his professional career as a development engineer with the Linde Division of Union Carbide. He left to pursue his MBA at the Amos Tuck School of Business at Dartmouth College. Upon graduation he returned to Linde as a strategist on their Multinational Strategic Planning staff.

In 1969 he entered the investment community as a portfolio manager. Through the 1980s and early 1990s he oversaw a number of venture-capital and business-development efforts. In, 1995 he formed Investment Partners Asset Management.

Frank is a past member of the North American Society for Corporate Planning and the Board of Emerging Company Marketplace of the American Stock Exchange.

 

Tom

Thomas W. Shepherd

Thomas W. Shepherd is Vice President of Investment Partners Asset Management.

Tom graduated from Vanderbilt University with a double major in Math and Spanish. He developed his financial expertise during a 20-year career at JPMorgan Chase Bank, NA in Manhattan, where he provided a wide range of banking and credit services as a manager in the bank’s middle-market sector.

Tom earned his MBA at the NYU Stern School of Business in 2001 and joined the Investment Partners Asset Management Team in June of 2008.

 

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Gregg T. Abella, AIF® 

Gregg T. Abella, a Co-Principal and Portfolio Manager at Investment Partners Asset Management.

After graduating from Bowdoin College in 1992 with degrees in both Economics and Spanish, he began his professional career at Chubb & Son in the International Division of the Surety Credit Department handling Latin America and Europe. Gregg subsequently held a number of positions with Chubb, ultimately establishing and managing the Guaranty Department for its subsidiary, Chubb do Brasil, in São Paulo, Brazil.  His multinational experience and credit analysis skills bring a unique global perspective to the firm's clients.

Gregg has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary 360 and has received formal training in investment fiduciary responsibility.

He joined Investment Partners in 1998.

 

Brian Brown

Brian Brown

Brian Brown is the Operations Manager of Investment Partners Capital and Management. 

Brian graduated from Rutgers University with a BA in Economics.  With a background in engineering and mathematics, he couples investment industry experience with mathematical principles to design and implement relational databases for various needs at Investment Partners. 

In addition, Brian also applies his skill sets to developing modules for special situation analysis of securities as well as portfolio assessment.  He joined Investment Partners in 2002.

 

 

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Frank J. Abella III

Frank J. Abella III ("Jay"), is a Vice President and a Portfolio Manager at Investment Partners Asset Management.

Jay graduated from Middlebury College in 1989 with a degree in Biochemistry. In 1994, he earned an advanced degree in Healthcare Administration from the University of North Carolina.

During his tenure at Investment Partners, Jay has provided research, portfolio management, valuation, and analytical advice to private clients, funds and businesses. He has performed extensive “hands on” diligence in nearly every area of North American industry, with a subconcentration in Canadian equities. He also specializes in formulating total return strategies, with special emphasis on income generation.

He joined Investment Partners in 1998.

 

 

 

 

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* Investment Partners Asset Management is a fee-based advisory firm.  However, under certain circumstances, its employees and affiliates may receive fees and/or commissions from various prodcuts and services in conjunction with or in addition to Investment Partners Asset Management's advisory fees.  Please read Investment Partners Asset Management's disclosure statement ADV Part 2A for detailed description of client fee arrangements, charges, and expenses.

 

Investment Partners - 10 Staion Place, Metuchen NJ 08840 - Phone (732) 205 0391 - Fax (732) 205 0395

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