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Jeffrey C
Series 63, Series 65
Paradise Valley, AZ
Sapient Capital LLC
Jeffrey Cohen is a financial advisor at Sapient Capital LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co., Inc., Knall/Cohen Investments, LLC, KSM Capital Advisors, LLC, and KeyBanc Capital Markets Inc. Cohen serves as an investment board member for Next Level Indiana. Sapient Capital LLC offers wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm utilizes a primarily long-term investment approach combining fundamental and technical analysis to create diversified portfolios, while also acting as an adviser and sponsor to private funds and sub-advisor to registered ETFs.
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