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Cheryl F

Series 63, Series 66

Miami Beach, FL

Dhody Investment Group

Cheryl Fineman is a financial advisor with Dhody Investment Group, holding Series 63 and Series 66 licenses and with 27 years of industry experience. Her prior work includes roles at Raymond James & Associates and LPS Capital LLC. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients. The firm offers customized investment management and financial planning, combining fundamental and technical analysis with an internal due-diligence process to develop strategic asset allocations aligned with client goals and risk tolerances.

Wealth management Private / alternative investments Founder/Business Owner Executive
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Sanjan D

Series 63, Series 65

Miami Beach, FL

Dhody Investment Group

Sanjan Dhody is an advisor at Dhody Investment Group with 30 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at LPS Capital LLC, Blue Investment Management LLC, Raymond James & Associates, and Deutsche Bank Securities Inc. Outside of his advisory work, he serves as a director on the audit committee of Jaws Hurricane Acquisitions Corp and advises the board of Refill It. Dhody Investment Group serves high-net-worth individuals, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients with a team of three advisors. The firm offers customized investment management, non-discretionary portfolio construction, and financial planning, utilizing a combination of fundamental and technical analysis along with internal due diligence to design strategic asset allocations tailored to client goals and risk profiles.

Wealth management Private / alternative investments Founder/Business Owner Executive
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Ileana C

Series 66

Miami Beach, FL

Dhody Investment Group

Ileana Cohn is a financial advisor at Dhody Investment Group with 16 years of industry experience and holds a Series 66 designation. She previously worked at Raymond James Financial Services and related entities from 2016 to 2022, and concurrently at Blue Investment Group and LPS Capital LLC since 2022. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients with a team of three advisors. The firm offers customized investment management, non-discretionary portfolio construction, and financial planning, utilizing a combination of fundamental and technical analysis alongside an internal due-diligence process.

Wealth management Private / alternative investments Founder/Business Owner Executive
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