- Adam S. AbelsonChief Investment Officer
Adam chairs the firm’s Investment Committee and leads Stralem’s research effort, overseeing the implementation of the US Large Cap Equity Strategy. He 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’s UCITS fund. Adam joined Stralem in 1998 after managing business units within the emerging technologies, consumer products and hotel/gaming industries.
Education: BA, Pitzer College, Claremont Colleges
- Hirschel B. AbelsonChairman
Hirschel co-founded Stralem & Company Incorporated in 1966. He conducts research and analysis on behalf of the US Large Cap Equity Strategy. Prior to founding Stralem, Hirschel was a partner in corporate finance as well as an economic adviser at Ladenburg Thalmann & Co., which he joined in 1956. Hirschel 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 to 2000, Hirschel served on the Trustee Investment Committee of Cornell University, where he is a member of the Advisory Council of the Johnson Graduate School of Management and a life member of the University Council. He is trustee emeritus of both Pitzer College, where he served on the Investment Committee, and Columbia Grammar and Preparatory School. He also is a former member of the National Advisory Council of Outward Bound.
Education: BA, MBA, Cornell University
- Andrea Baumann LustigPresident; Director, Wealth Management
Andrea is President of Stralem & Company, private wealth manager serving ultra-high-net-worth individuals, families and institutions for over 50 years. As the 6th consecutive generation to work in wealth management, Andrea leads Stralem’s wealth management practice carrying forward the heritage of her great, great, great grandfather, who founded The Banque Levy in 1810. Andrea graduated from Princeton University’s Woodrow Wilson School, where she earned Bachelor’s and Master’s degrees in International Relations, and Yale University, where she received her Master of Business Administration degree. She has had an expansive career in investment banking, management consulting and wealth management. Prior to joining Stralem, she was vice president with Bernstein Investment Research and Management, where she worked extensively with private clients. She joined Bernstein following more than a decade at Booz, Allen & Hamilton, Inc., an international management consulting firm, where she was a principal in the Strategy Practice and director of operations for the Financial Services Practice in the United States and in Europe. She joined Booz-Allen after having been a financial analyst in Mergers and Acquisitions at Morgan Stanley & Co. Incorporated and an associate in Investment Banking at Jefferies & Co. An advocate for honoring tradition while embracing change, Andrea supports missions that matter. She is a member of the Board of Trustees of Albert Einstein College of Medicine and of Park Avenue Synagogue, where she chaired the record-breaking capital campaign and recently served as vice president. She is also president of the Association for the Restoration of Jewish Works and Institutions in France founded in 1943 to support Jewish life in France. In addition, Andrea has been the Co-chair of Annual Giving for the Princeton Class of 1980 for the past 20 years. She is an Advisory Board member of Yale School of Management’s International Center for Finance, a member of the scholarship committee for Le Rosey and a Steering Committee member of the Socrates Society of the Aspen Institute. She is also a former trustee of the Horace Mann School, where she served as president of the Parents’ Association.
- Michael J. AlpertPortfolio Manager; Chair, Wealth Management Investment Committee
Michael conducts research for the firm's US Large Cap Equity Strategy and chairs the firm’s Private Client Investment Committee. Prior to joining Stralem in 2010, he was a managing director at J&W Seligman & Co., where he was the portfolio manager and head of the Seligman Small Company Growth Team. Michael 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, financial and commercial services. Prior to business school, Michael was a manager for seven years at Andersen Consulting, where he worked in technology and strategic consulting in the Communications Industry Group.
Education: BA, University of Connecticut Honors Program; MBA, Wharton School of the University of Pennsylvania
- Mei ChunMarketing and Client Services Manager
Mei is responsible for institutional and private client servicing as well as supporting new business development across all channels. She leads the implementation of marketing initiatives and market outreach to institutional and private clients. Prior to joining Stralem in 2004, Mei was a vice president, Investment Banking Division, at Credit Suisse in Hong Kong, where she oversaw an IPO joint listing in the United States and Hong Kong for Sinotrans, a leading integrated logistics provider in China, and a $300M asset injection for China Unicom. Previously she was an associate in the Investment Banking Division at JP Morgan in New York and Hong Kong, where she worked on a $3.5B joint venture advisory project between China Petroleum & Petrochemical Corporation and Saudi Aramco and Exxon Mobil.
Education: BA, Middlebury College; native Mandarin Chinese speaker
- Bo Hansen, CFAHead of Trading and Operations
Bo joined Stralem in January 2019 as the new Head of Trading and Operations. He brings a wealth of experience having built trading and operations systems and managed portfolios within the wealth management, hedge funds, and banking sectors. Prior work experiences include Cantor Fitzgerald Wealth Partners as Senior Quantitative Director, SB Schonfeld Fund Advisors as Director of Portfolio Construction, and IBJ Whitehall Bank & Trust Company as Head of Interest Rate Risk and FX Management.
Education: BA, Columbia University; MS, Technical University of Denmark.
- Chief Compliance Officer; Director, Financial Operations and AdministrationJoann Paccione, CSCPChief Compliance Officer; Director, Financial Operations and Administration
Joann, a certified public accountant (inactive), has been responsible for financial, accounting and regulatory reporting for Stralem for more than 25 years. In 2004 she was appointed the firm’s chief compliance officer, and oversees and directs all internal and external regulatory and compliance matters. In 2008 Joann was certified by the National Society of Compliance Professionals as a Certified Securities Compliance Professional (CSCP). Prior to Stralem, she worked for EisnerAmper LLP, a certified public accounting firm, as senior audit manager. In this role, Joann 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
- Lizabeta TisnovskyController
A certified public accountant (inactive), Leeza is responsible for Stralem’s accounting function, including the preparation of financial statements and budgets. Leeza also serves as the liaison between the firm’s bank and auditors. Prior to joining Stralem more than 13 years ago, she served as partnership accounting specialist for Banc of America Securities, working closely with the product development team. Previously she was a senior audit accountant at Grant Thornton, LLP, responsible for various audit and financial verifications for clients in the financial industry.
Education: BA, Baruch College; fluent in Russian