Stephen Leonard Cohn
Fondateur chez Sage Financial Group, Inc.
Profil
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.
Postes actifs de Stephen Leonard Cohn
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/1989 |
Formation de Stephen Leonard Cohn
| Ithaca College | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
