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Theodore C

ChFC®, Series 63, Series 65

Wayne, PA

Capital Analysts

Theodore Cohn is a financial advisor at Capital Analysts with 47 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Mr. Cohn has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 2001. Additionally, he owns a business involved in insurance and group benefit sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team using proprietary screening processes and offers both automated and customized investment options.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Eric H

Series 63

Wayne, PA

Capital Analysts

Eric Hershman is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. He has been with Capital Analysts since 2001 and has also worked at Lincoln Investment since 2012. Outside of his advisory role, he owns Hershman & Associates, a business involved in the sale and service of insurance-related products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening tools to support its investment decisions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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