Alexander Cohen is a financial advisor at Alexander D Cohen Investments, LLC with 11 years of industry experience. He holds a Series 65 designation and also owns a Texas-registered CPA firm specializing in tax and consulting services, including financial statement compilations. Cohen has been leading his investment firm since 2014 and his accounting practice since 2009. Alexander D Cohen Investments, LLC provides portfolio management and selection-of-adviser services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation and mutual fund selection based on modern portfolio theory, operates mostly on a non-discretionary basis, and integrates investment advice with the principal’s accounting background.

Mark Shelton is a financial advisor at Alexander D Cohen Investments, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in asset management and marketing since 1999. Shelton's background includes roles at LifePro Asset Management and his own marketing business. Alexander D Cohen Investments primarily serves individual and high-net-worth clients, offering portfolio management and financial planning tailored to client goals and risk tolerance. The firm’s investment approach uses modern portfolio theory and focuses on long-term trading, with most assets managed on a non-discretionary basis.