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Stephen Leonard Cohn
Oprichter bij Sage Financial Group, Inc.
Profiel
Mr. Stephen L.
Cohn is a Co-Founder & Co-President at Sage Financial Group, Inc. He Co-Founded the firm in 1989.
He has over 30 years in the financial services industry.
Mr. Cohn co-founded Sage Online in 1995.
In March, 2000, Multex.com acquired Sage Online.
He is active in many civic associations and serves as Chairman of the Board of Alex’s Lemonade Stand foundation, on the Board of Directors of Mastery Charter School, and is on the Advisory Board of Veritat Advisors.
He graduated from Ithaca College with a BS in Finance and Economics and is a Certified Financial Planner professional.
Actieve functies van Stephen Leonard Cohn
Bedrijven | Functie | Begin |
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Sage Financial Group, Inc.
![]() Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Oprichter | 01-01-1989 |
Opleiding van Stephen Leonard Cohn
Ithaca College | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 1 |
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Sage Financial Group, Inc.
![]() Sage Financial Group, Inc. Investment ManagersFinance Sage Financial Group, Inc. (Sage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Alan Cohn and Stephen Cohn in 1989. Sage provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, pension and profit-sharing plans, business entities and trusts, as well as private funds. | Finance |