Maven Capital Partners, LLC

Gregory Cohn is a Series 66 licensed financial advisor with Maven Capital Partners, LLC in Atlanta, GA, where he has worked since 2018. He has 14 years of industry experience, including prior roles at MCA Securities, LLC and PNC Capital Advisors, LLC. Outside of his advisory duties, he is involved in employment services through Maven Employment, LLC. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other entities, managing approximately $152.9 million in discretionary assets. The firm offers portfolio allocation across various asset classes and serves as investment manager to private special purpose vehicles with carried interest compensation arrangements.

Theodore Davies is a financial advisor with Maven Capital Partners, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been involved with Maven Capital Partners since 2022 and concurrently works with Reicon Wealth Advisors, LLC and Reicon Capital, LLC. At Reicon Capital, he serves as Managing Partner and is responsible for finding and reviewing public and private investment opportunities. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and other business entities, and serves as investment manager to private special purpose vehicles. The firm implements portfolios through strategic asset allocation across various asset classes and manages client accounts on a discretionary basis.

Stephanie Douglass is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Maven Capital Partners, LLC. She has been associated with Maven Capital Partners since 2022 and is also involved with Reicon Wealth Advisors and Reicon Capital, where she holds a managing director role overseeing alternative investments through a family office. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, and private special purpose vehicles. The firm employs a strategic asset allocation approach across various asset classes and manages approximately $152.9 million in discretionary assets under management.

Reid Funston is a financial advisor with Maven Capital Partners, LLC and holds Series 63 and Series 65 licenses. He has five years of industry experience and is also the managing partner of Reicon Capital, LLC, where he has been involved since 2000, focusing on public and private investment opportunities. Maven Capital Partners provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and business entities, including serving as manager to private special purpose vehicles. The firm employs a strategic asset allocation approach across multiple asset classes and manages approximately $152.9 million in discretionary assets.

Joseph Bogle is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Maven Capital Partners, LLC and Reicon Wealth Advisors LLC. He has been involved with Reicon Capital LLC since 2016. Maven Capital Partners, LLC provides discretionary investment management to high-net-worth individuals, charitable organizations, foundations, and private special purpose vehicles, managing approximately $152.9 million in discretionary assets. The firm employs a strategic asset allocation approach across multiple asset classes and manages client accounts on a discretionary basis while sponsoring pooled private investment vehicles.