New Administration, New Opportunities   

March 4th, 2021  I  11:00 AM - 12:00 PM CST

 

With possible market rotation ahead, is your portfolio prepared?

What does the Biden administration mean for the economy and markets?

 

SPEAKER

Eddie Cohen, CFP®
Co-Founder and Chief Investment Officer
Stavis & Cohen Financial

Eddie has more than 35 years of investment specialization experience. Alongside Co-Founder, Deborah Stavis, Eddie teaches investment classes through the Rice University Susanne M. Glasscock School of Continuing Studies.  He has been featured in Forbes and Houston Business Journal.

 

FEATURED SPEAKER

Jun Gu, CFA
Portfolio Manager
Stavis & Cohen Financial

With more than ten years of investment experience, Jun conducts manager due diligence and leads research initiatives and portfolio construction and is a key member of the investment committee. Mrs. Gu is President of CFA Houston Society.

 

Stavis & Cohen Financial is a Houston-based, private wealth management firm with the experience and culture to deliver a powerful combination of high tech and high touch planning to help multi-generational families manage the complexities of their wealth. 

 

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