![Aaron Cohen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Aaron Cohen served as the President of Financial Partners Capital Management LLC from 2004 to 2023.
He received his undergraduate, graduate, MBA, and doctorate degrees from the University of Pennsylvania.
Anciens postes connus de Aaron Cohen
| Sociétés | Poste | Fin |
|---|---|---|
Financial Partners Capital Management LLC
 Financial Partners Capital Management LLC Investment ManagersFinance Financial Partners Capital Management's (FPCM) investment philosophy focuses on the preservation and enhancement of clients' purchasing power without exposing their assets to unnecessary risk. They believe that over time, equities will outperform all other financial asset classes, and that investing with a long-term horizon results in a lower turnover, transaction costs and capital gains taxes. Their investment process follows a top-down/bottom-up approach. Detailed fundamental company and security analysis is complemented with an appraisal of the cyclical and secular forces affecting the economy, and the expected rate of returns of different asset classes. FPCM interprets value in a broad sense that combines asset valuation, growth in earnings and free-cash flow. For equities, the firm's objective is to achieve consistent and positive real rates of return on the capital entrusted to them, thereby increasing the purchasing power of the funds over time. They believe that this goal can best be realized by emphasizing common stocks because of their unique ability to compound high rates of return over long periods. The firm will not temporarily use short-term fixed-income securities when the expected risk-adjusted return on stocks is not acceptable. FPCM's active approach in managing taxable and non-taxable fixed-income securities is designed to produce positive real rates of return over time. Portfolios are invested in a variety of instruments, depending on the firm's top-down/bottom-up analysis. They buy government bonds, agencies, MBSs, corporates, tax-exempts and others. They focus predominantly on investment grade securities to protect capital and to control the credit risk, but remain open to investing in higher yielding securities when spreads are attractive. | Directeur Général | 01/03/2023 |
Formation de Aaron Cohen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Financial Partners Capital Management LLC
Financial Partners Capital Management LLC Investment ManagersFinance Financial Partners Capital Management's (FPCM) investment philosophy focuses on the preservation and enhancement of clients' purchasing power without exposing their assets to unnecessary risk. They believe that over time, equities will outperform all other financial asset classes, and that investing with a long-term horizon results in a lower turnover, transaction costs and capital gains taxes. Their investment process follows a top-down/bottom-up approach. Detailed fundamental company and security analysis is complemented with an appraisal of the cyclical and secular forces affecting the economy, and the expected rate of returns of different asset classes. FPCM interprets value in a broad sense that combines asset valuation, growth in earnings and free-cash flow. For equities, the firm's objective is to achieve consistent and positive real rates of return on the capital entrusted to them, thereby increasing the purchasing power of the funds over time. They believe that this goal can best be realized by emphasizing common stocks because of their unique ability to compound high rates of return over long periods. The firm will not temporarily use short-term fixed-income securities when the expected risk-adjusted return on stocks is not acceptable. FPCM's active approach in managing taxable and non-taxable fixed-income securities is designed to produce positive real rates of return over time. Portfolios are invested in a variety of instruments, depending on the firm's top-down/bottom-up analysis. They buy government bonds, agencies, MBSs, corporates, tax-exempts and others. They focus predominantly on investment grade securities to protect capital and to control the credit risk, but remain open to investing in higher yielding securities when spreads are attractive. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
