![Stephen Leonard Cohn](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 primarily allocates client investment assets among various fixed income securities, mutual funds, ETFs, alternative investments, and/or independent investment manager, on a discretionary and non-discretionary basis based on each client’s stated investment objective. The firm employs a strategic asset allocation investment management style that is designed to deliver the greatest long-term returns with the least risk. They establish strategic targets as long-term investment weightings for the major asset classes based on an investor’s risk-return profile and the assets’ potential returns, volatility, and diversification benefits under varying economic and financial conditions. | Fondateur | 01/01/1989 |
Formation de Stephen Leonard Cohn
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Ithaca College
 Ithaca College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sage Financial Group, Inc.
Sage Financial Group, Inc. Investment ManagersFinance Sage primarily allocates client investment assets among various fixed income securities, mutual funds, ETFs, alternative investments, and/or independent investment manager, on a discretionary and non-discretionary basis based on each client’s stated investment objective. The firm employs a strategic asset allocation investment management style that is designed to deliver the greatest long-term returns with the least risk. They establish strategic targets as long-term investment weightings for the major asset classes based on an investor’s risk-return profile and the assets’ potential returns, volatility, and diversification benefits under varying economic and financial conditions. | Finance |
