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David A. Cohen
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. David A. Cohen, CFA, is a Founder & Managing Member at Eudora Asset Management LLC.
He is also a principal owner of Middlegate Capital Management LLC.
Prior to forming Eudora Asset Management in January 2007, Mr. Cohen founded Skygate Capital Management in May of 2009.
He began his investment career at George Weiss Associates where he was a quantitative analyst.
Mr. Cohen completed his BS in economics with distinction from the Wharton School in 2002.
He is also a Chartered Financial Analyst.
Anciens postes connus de David A. Cohen
| Sociétés | Poste | Fin |
|---|---|---|
George Weiss Associates, Inc.
 George Weiss Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Eudora Asset Management LLC
 Eudora Asset Management LLC Investment ManagersFinance Eudora Asset management generally provides investment advisory services as a combination of two proprietary model portfolios: (1) the Equity Investments Model and (2) the Fixed-Income Investments Model. The firm's Equity Investments Model is a value-oriented, disciplined approach. The model portfolio is comprised of approximately ten to fifteen individual securities with exposure to risk-asset classes including equities and non-investment grade fixed-income securities. This exposure is generated using open-ended mutual funds, closed-end funds, ETFs and individual stocks. Eudora generates investment ideas by combining macro market value analysis with company-specific fundamental, bottom-up research. They then select investments they believe offer an appropriate risk/reward trade-off over a three to five year time horizon. Eudora's Fixed-Income Investments Model is used to reduce a client's total portfolio risk and/or balance the risk taken on by the portion of the clients portfolio allocated to the equity strategy. The Fixed-Income model portfolio is comprised of approximately five to ten individual securities with exposure to high grade fixed-income securities. This exposure is generated using open-ended mutual funds, closed-end funds, ETFs and individual bonds. The proportion of a clients portfolio allocated to fixed-income is determined based on Eudora's assessment of the client's ability and willingness to assume the risks of the equity investments model portfolio. | Fondateur | - |
Formation de David A. Cohen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
George Weiss Associates, Inc.
George Weiss Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Eudora Asset Management LLC
Eudora Asset Management LLC Investment ManagersFinance Eudora Asset management generally provides investment advisory services as a combination of two proprietary model portfolios: (1) the Equity Investments Model and (2) the Fixed-Income Investments Model. The firm's Equity Investments Model is a value-oriented, disciplined approach. The model portfolio is comprised of approximately ten to fifteen individual securities with exposure to risk-asset classes including equities and non-investment grade fixed-income securities. This exposure is generated using open-ended mutual funds, closed-end funds, ETFs and individual stocks. Eudora generates investment ideas by combining macro market value analysis with company-specific fundamental, bottom-up research. They then select investments they believe offer an appropriate risk/reward trade-off over a three to five year time horizon. Eudora's Fixed-Income Investments Model is used to reduce a client's total portfolio risk and/or balance the risk taken on by the portion of the clients portfolio allocated to the equity strategy. The Fixed-Income model portfolio is comprised of approximately five to ten individual securities with exposure to high grade fixed-income securities. This exposure is generated using open-ended mutual funds, closed-end funds, ETFs and individual bonds. The proportion of a clients portfolio allocated to fixed-income is determined based on Eudora's assessment of the client's ability and willingness to assume the risks of the equity investments model portfolio. | Finance |
