Investment Partners Asset Management

Frank Abella Jr. is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Investment Partners Asset Management since 1999 and previously worked for T.R. Winston & Company, LLC for 17 years. He is also involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, using strategies such as tactical asset allocation, derivatives, and allocations to mutual funds, ETFs, and private funds.

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

Gregg Abella is a financial advisor at Investment Partners Asset Management with 27 years of industry experience. He has held positions at T.R. Winston & Company, LLC for 17 years and has been with Investment Partners Asset Management since 2000. He holds Series 63, Series 65, and Series 66 designations. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, utilizing various strategies including tactical asset allocation, mutual funds, ETFs, derivatives, and occasionally activist positions.

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has one year of industry experience and has worked as a CPA and enrolled agent at Calico CPA LLC since 2018. Her prior work includes roles at Mandel Feketi & Bloom CPAs, Robert Half, Intuit, and operating Sharkey Tax LLC. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-style investment approach with a focus on value investing, using various strategies including derivatives, structured products, and allocations to mutual funds, ETFs, and private funds.

Brian Brown is a financial advisor at Investment Partners Asset Management with 23 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including T.R. Winston & Company, LLC and Community Informatics. Brown is also involved with Investment Partners Group, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing and uses a range of strategies including tactical asset allocation, derivatives, and allocations to various funds and independent managers.

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

Thomas Shepherd is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Investment Partners Asset Management since 2008 and was also affiliated with T.R. Winston & Company, LLC for 13 years. Shepherd is involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with a value investing focus and uses a range of strategies, including derivatives and structured products, and may engage independent managers or take activist positions.

Frank Abella III is a financial advisor at Investment Partners Asset Management with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes 17 years at T.R. Winston & Company, LLC. Outside of advisory work, he serves as Vice President of Cape Charles Main Street and is a board member of the Eastern Shore of Virginia Chamber of Commerce, both community organizations focused on commerce and development. Investment Partners Asset Management provides discretionary and non-discretionary portfolio management, retirement plan consulting, and related services to individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach that emphasizes value investing and utilizes various strategies including tactical asset allocation, derivatives, and options.