Paul Cohen is a financial advisor at Marest Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his financial advisory work, Cohen is president of TWC Sports Management, a company representing professional athletes. Marest Capital, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and referrals to third-party money managers. The firm combines asset allocation with fundamental and sector analysis and manages approximately $240 million for 67 clients.

Benjamin Cohen is a financial advisor at Marest Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked in real estate as a licensed agent with Levine Realtors since 2022. Prior to joining Marest Capital in 2023, Cohen held positions at SBH Real Estate and Coldwell Banker. Marest Capital advises individual and high-net-worth clients through discretionary portfolio management and referrals to third-party money managers. The firm combines asset-allocation strategies with fundamental and sector analysis, offering tailored investment solutions within a wrap fee program.

Nathaniel Cohen is a financial advisor at Marest Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Marest Capital, he was a student or unemployed for ten years. Marest Capital, LLC advises individual and high-net-worth clients through discretionary portfolio management and referrals to third-party money managers. The firm manages approximately $240 million for 67 clients, employing a combination of asset-allocation, fundamental, qualitative, cyclical, and sector analysis to tailor investment strategies to client objectives and risk tolerance.