Christopher Malburg is a financial advisor at Envision Capital Management Inc with Series 63 and Series 65 credentials. He has been with Envision Capital Management since 2020 and has experience dating back to 1987 as a small business consultant and CPA, with additional involvement in a writers resource group since 1999. Envision Capital Management provides discretionary portfolio management exclusively for individual clients, primarily high-net-worth individuals. The firm emphasizes fixed-income and other marketable securities, using fundamental and technical analysis to develop tailored investment policies and manages approximately $334 million across 226 client accounts.

Marilyn Cohen is a financial advisor at Envision Capital Management Inc in Los Angeles, CA, holding a Series 63 designation with 31 years of industry experience. She has been with Envision Capital Management since 1995. Envision Capital Management provides discretionary portfolio management exclusively for high-net-worth individual clients, managing approximately $334 million across 226 accounts. The firm’s investment approach emphasizes fixed-income and other marketable securities, combining fundamental and technical analysis to develop individualized policies with a focus on longer-term holdings.