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Marc Abramson leads the New York City office and provides comprehensive financial planning and investment management services to individuals, families, and business owners. Marc holds his New Jersey and New York life and health insurance licenses.
Prior to joining Precision Financial Services in 2013, Marc had a very successful career in Manhattan’s garment center, where he grew and managed an international sourcing and selling company with more than 150 employees. After selling the business in 2000 to a public apparel company, he stayed on as the company’s Chief Executive Officer and President. His experience as a business owner helps Marc guide his clients though the many stages of their financial life.
David N. Tenenbaum, JD, LLM
David Tenenbaum is the Director of Retirement Plans at Precision Financial Services, providing plan administrative and operational support, and assistance with qualified plan compliance. He graduated with a Juris Doctor (JD) from Southwestern School of Law in Los Angeles in 1983, and received a Master’s degree in taxation (LL.M.) from the University of Miami School of Law in 1984. David is admitted as an attorney in New Jersey. In addition, David is a Qualified Pension Administrator (QPA) with the American Society of Pension Professionals and Actuaries (ASPPA), a national association devoted to the preservation of qualified retirement plans for the private sector.
Shawn Brunner, MBA, CFP®
Shawn Brunner brings over 15 years of experience to his financial planning role. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, through the Certified Financial Planner Board of Standards. He works closely with our advisors providing comprehensive financial planning for individuals, families and business owners.
Shawn originally joined Precision Financial Services in 2007 as the Lead Investment Director, overseeing the firm’s assets under management and overall portfolio and investment strategies. After seven years with Precision, he accepted a position as the Senior Financial Analyst at a large New Jersey based financial planning firm, where he held this title for over two years, before returning to the Precision family in 2016.
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