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Profiel
Mr. Jeff B. Cohen is President at CAP Advisors LLC.
He founded the firm in February 2000.
From March 1987 to January 2000, Mr. Cohen was employed as Chief Investment Officer & Principal at Sloate, Weisman, Murray & Co., Inc. and from June 1984 to February 1987, he was a Credit Analyst at Morgan Guaranty Trust Co. of New York.
Mr. Cohen received his undergraduate degree from the University of Pennsylvania, in 1983 a graduate degree from the Albert Einstein College of Medicine in 1984 and an MBA from New York University in 1988.
Eerdere bekende functies van Jeff Bart Cohen
| Bedrijven | Functie | Einde |
|---|---|---|
Sloate, Weisman, Murray & Co., Inc.
 Sloate, Weisman, Murray & Co., Inc. Investment ManagersFinance SWM is a multi-cap value manager. | Chief Investment Officer | 31-01-2000 |
Morgan Guaranty Trust Company of New York
 Morgan Guaranty Trust Company of New York Major BanksFinance Provides banking services | Corporate Officer/Principal | 28-02-1987 |
CAP Advisors LLC
 CAP Advisors LLC Investment ManagersFinance CAP Advisors creates portfolios of securities based on each clients financial needs, risk profile and return objective. Portfolios are designed individually to produce a level of return and volatility consistent with the client's investment objective. They invest in mutual funds, equities, bonds and cash. CAP Advisors uses a combination of mutual funds, individual equities and cash to create diversified portfolios. Generally, fixed income investments are achieved through investments in fixed-income mutual funds, although high yield individual equity securities are also used. International exposure is usually achieved through investments in mutual funds as well; however, individual ADR equities also are purchased to create international exposure. Domestic equity exposure is achieved through either mutual funds, individual equities or a combination of the two. Holding periods for investments for mutual funds are generally at least three months, while the holding period range for individual equities may be very short period (e.g. one week) or long (6 months to 2 years) depending on equity price movement. Underlying assets are usually reviewed on a weekly basis. | Oprichter | - |
Opleiding van Jeff Bart Cohen
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Morgan Guaranty Trust Company of New York
Morgan Guaranty Trust Company of New York Major BanksFinance Provides banking services | Finance |
Sloate, Weisman, Murray & Co., Inc.
Sloate, Weisman, Murray & Co., Inc. Investment ManagersFinance SWM is a multi-cap value manager. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Albert Einstein College of Medicine, Inc.
 Albert Einstein College of Medicine, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CAP Advisors LLC
CAP Advisors LLC Investment ManagersFinance CAP Advisors creates portfolios of securities based on each clients financial needs, risk profile and return objective. Portfolios are designed individually to produce a level of return and volatility consistent with the client's investment objective. They invest in mutual funds, equities, bonds and cash. CAP Advisors uses a combination of mutual funds, individual equities and cash to create diversified portfolios. Generally, fixed income investments are achieved through investments in fixed-income mutual funds, although high yield individual equity securities are also used. International exposure is usually achieved through investments in mutual funds as well; however, individual ADR equities also are purchased to create international exposure. Domestic equity exposure is achieved through either mutual funds, individual equities or a combination of the two. Holding periods for investments for mutual funds are generally at least three months, while the holding period range for individual equities may be very short period (e.g. one week) or long (6 months to 2 years) depending on equity price movement. Underlying assets are usually reviewed on a weekly basis. | Finance |
