HIRSCHEL B. ABELSON, CHAIRMAN
Mr. Abelson co-founded Stralem & Company Incorporated (Stralem or Adviser or Firm) in 1966. Mr. Abelson conducts research and analysis on behalf of the US Large Cap Equity Strategy. Prior to founding Stralem, Mr. Abelson was a partner in corporate finance as well as an economic adviser at Ladenburg, Thalmann, which he joined in 1956. Mr. Abelson has managed and/or served on Boards of companies in the food service, housing, manufacturing, computer products, specialty retailing, radio broadcasting and publishing industries. From 1987 – 2000, Mr. Abelson served on the Trustee Investment Committee of Cornell University. He is a member of the Board of Trustees at Pitzer College where he serves on the Investment Committee.
Education: BA, Cornell University, MBA, Cornell University
ADAM S. ABELSON, CHIEF INVESTMENT OFFICER; SENIOR PORTFOLIO MANAGER
Mr. Abelson leads the Firm's research effort overseeing the implementation of the US Large-Cap Equity Strategy. Mr. Abelson co-authors the Firm's quarterly "West of the Hudson" letter, which is the product of the team's research trips around the world. He serves as a Director of Stralem Investment Fund (UCITS). Mr. Abelson joined Stralem in 1998 after managing business units within the emerging technologies, consumer products and hotel/gaming industries.
Education: BA, Pitzer College, Claremont Colleges
ANDREA BAUMANN LUSTIG, PRESIDENT; DIRECTOR, PRIVATE CLIENT ASSET MANAGEMENT
Ms. Lustig is President of Stralem & Company and leads the Firm's marketing to private clients and wealth managers. She is a Director of Stralem Investment Fund (UCITS). Prior to joining Stralem in 2003, Ms. Lustig was a Vice President with Bernstein Investment Research and Management where she spent five years as a Financial Advisor working extensively with private clients. She joined Bernstein after eleven years at Booz, Allen & Hamilton, Inc., an international management consulting firm, where she was a Principal in the Strategy Practice and the Director of Operations for Financial Services in the US and Europe. Prior to Booz, Allen, Ms. Lustig was a Financial Analyst in Mergers & Acquisitions at Morgan Stanley & Co., Inc. and an Associate in Investment Banking at Jefferies & Co. Ms. Lustig is also President of the Association for the Restoration of Jewish Works and Institutions in France (www.arifusa.org). Ms. Lustig is a former Trustee of The Horace Mann School where she was President of the Parents Association. She is also an Advisory Board Member of Yale SOM’s International Center for Finance, Chair of Annual Giving for the Princeton Class of 1980, and a member of the Scholarship Committee for Le Rosey, a Steering Committee member of the Socrates Society of the Aspen Institute.
Education: BA, MPA Princeton University; MBA, Yale University. Fluent in French
PHILIPPE T. LABAUNE, EXECUTIVE VICE PRESIDENT; DIRECTOR, TRADING AND OPERATIONS
Mr. Labaune joined Stralem in 1997 where he directs all trading operations for the Firm. Prior to joining Stralem, Mr. Labaune was a trader in charge of ADR's at Société Générale Securities Corp.
Education: DEUG Catholic University of Lyon; BA, MBA, Pace University. Fluent in French
MICHAEL J. ALPERT, PORTFOLIO MANAGER
Mr. Alpert focuses on research for the Firm's US Large Cap Equity Strategy. Prior to joining Stralem in 2010, Mr. Alpert was a Managing Director at J&W Seligman & Co where he was the Portfolio Manager and Head of the Seligman Small Company Growth Team. Mr. Alpert joined J&W Seligman in 1999 from business school as an Investment Analyst and became Portfolio Manager in 2006. He had security selection responsibility in a variety of sectors including, Consumer, Technology, Industrials, Financials and Commercial Services. Prior to business school, Mr. Alpert was a Manager for 7 years at Andersen Consulting where he did Technology and Strategic Consulting in the Communications Industry Group.
Education: BA, University of Connecticut Honors Program, MBA Wharton School of the University of Pennsylvania
EDWARD N. COOPER, CFA, SENIOR RESEARCH ANALYST
Mr. Cooper is a senior member of the Firm's research team. Prior to joining Stralem 2006, Mr. Cooper spent ten years with Bloomberg L.P., a financial information provider, where he worked as an Equity Fundamental Analyst, a Fixed Income Research Analyst, and a French Translator with the Localization Group. In his positions at Bloomberg, Mr. Cooper specialized in security-level and portfolio-level analytics. He placed 1st out of a class of 40 in the 6-week intensive Bloomberg Analytics Desk training program. Mr. Cooper is a member of the CFA Institute and NYSSA and is a CFA Charterholder. He also served in the U.S. Peace Corps in Togo, West Africa.
Education: AB, Bowdoin College; MBA, Rutgers University. Fluent in French, Spanish and Mandarin Chinese.
MARK A. SULLIVAN, DIRECTOR, INSTITUTIONAL SALES AND RELATIONSHIP MANAGEMENT
Mr. Sullivan joined Stralem in 2014 with extensive sales, relationship management, consultant relations and product development experience. Prior to joining Stralem, he was with American Century Investments, where he led the relationship with Canadian Imperial Bank of Commerce, their largest outside investor. Previously, Mr. Sullivan spent 10 years at AllianceBernstein where he was a Managing Director in their Institutional and Sub-Advisory businesses. He began his career at Prudential Asset Management in 1984 and then took on increasingly senior roles in sales, relationship management and consultant relations at Bankers Trust, Nicholas-Applegate Capital Management and Chartwell Investment Partners.
Education: United States Military Academy at West Point; BS, Georgetown University. Proficient in Portuguese and French.
ERIK C. KLEINBECK, DIRECTOR, BUSINESS DEVELOPMENT AND RELATIONSHIP MANAGEMENT
Mr. Kleinbeck joined Stralem in 2016 and is responsible for business development and client relationship management for intermediary, family office and select institutional clients and consultants. Prior to joining Stralem, Erik spent 9 years as Senior Managing Director, Business Development at Third Avenue Management responsible for sales and client relationship management of Third Avenue’s alternative and traditional strategies covering domestic and overseas institutions and intermediaries. Previously Mr. Kleinbeck was Managing Director and Chief Operating Officer with SPARX Investment & Research, USA, Inc. from 2003 to 2007 after spending 9 years at Warburg Pincus Asset Management and Credit Suisse Asset Management in various business development, client relationship management and operational roles in both New York and Tokyo.
Education: BA, Denison University, MBA, University of Connecticut School of Business
JOANN PACCIONE, CHIEF COMPLIANCE OFFICER; DIRECTOR FINANCIAL OPERATIONS AND ADMINISTRATION
Ms. Paccione, a Certified Public Accountant (inactive), has been responsible for financial, accounting and regulatory reporting for Stralem for over 25 years. In 2004, she was appointed Chief Compliance Officer for the firm and as such oversees and directs all internal and external regulatory and compliance matters. In 2008, Ms. Paccione was certified by the National Society of compliance Professionals as a Certified Securities Compliance Professional (CSCP). Prior to Stralem, Ms. Paccione worked for EisnerAmper LLP, a certified public accounting firm, as Senior Audit Manager. In this role she was responsible for all aspects of audits including audit planning, supervision of audit staff and financial statement review for SEC clients and financial services firms.
Education: BS, Fairleigh Dickinson University.