Eddie Cohen, CFP®
Eddie Cohen is a Certified Financial Planner® and Chief Investment Officer with more than 35 years of investment specialization experience. In 2009, Eddie and Deborah Stavis founded Stavis & Cohen Private Wealth, a Houston-based financial planning boutique serving over 200 families nationwide. Stavis & Cohen Private Wealth has been featured in the Houston Business Journal, Financial Advisor IQ, as well as a featured business in the Growth Strategies section of the newspaper.
Prior to co-founding Stavis & Cohen Financial, Eddie was former Managing Director of Brinker Capital, a privately-held investment boutique that grew from $2 billion to $10 billion in assets under management during his tenure. He also served as the National Investment Sales Manager for CIGNA Financial Advisor’s Broker/Dealer and RIA. Mr. Cohen also introduced a framework for Institutional Delivery System still in use throughout the financial sector, while serving on a task force representing the securities industry.
Eddie is the Chair of Stavis & Cohen Private Wealth Investment Committee and also sits on the Investment Committee at the Delaware Valley Friends School. Alongside Deborah Stavis, Eddie helps teach investment classes through the Rice University Susanne M. Glasscock School of Continuing Studies. Mr. Cohen is featured in Forbes, Houston Business Journal, Financial Advisor IQ, Phoenix Business Journal, Money Morning, and Investment News.