Professional Summary

Professional Overview

Eddie Cohen is the Chief Investment Officer and Founder of CI Stavis & Cohen Private Wealth, a leading wealth management firm based in Houston, Texas. With over 15 years of industry experience, he has built a reputation as a trusted advisor and strategic investment specialist, helping high-net-worth individuals and families achieve their long-term financial goals.

Experience Summary

Current Role

As the Chief Investment Officer and Founder of CI Stavis & Cohen Private Wealth, Eddie is responsible for overseeing the firm's investment strategy, portfolio management, and client relationships. Under his leadership, the firm has grown to over $1.2 billion in assets under management, providing comprehensive wealth management solutions to a diverse client base. Eddie's deep industry knowledge, analytical expertise, and forward-thinking approach have been instrumental in driving the firm's consistent performance and client satisfaction.

Career Progression

Prior to founding CI Stavis & Cohen Private Wealth, Eddie held senior investment management roles at several prominent financial institutions, including Barclays Wealth and Investment Management and J.P. Morgan Private Bank. During this time, he honed his skills in portfolio construction, risk management, and client relationship building, earning a reputation as a strategic and insightful investment professional.

Academic Background

Eddie holds a Bachelor of Business Administration in Finance from the University of Texas at Austin, where he graduated summa cum laude. He is also a Chartered Financial Analyst (CFA) charterholder, a designation that demonstrates his deep expertise in investment analysis and portfolio management.

Areas of Expertise

• Wealth management and private client advisory

• Strategic asset allocation and portfolio construction

• Alternative investment strategies, including private equity and hedge funds

• Macroeconomic analysis and market trend identification

• Risk management and downside protection

• Exceptional client service and relationship management

Professional Impact

Under Eddie's leadership, CI Stavis & Cohen Private Wealth has consistently outperformed industry benchmarks, delivering superior risk-adjusted returns to its clients. The firm has been recognized as a top wealth management firm in Texas by several industry publications, and Eddie has been sought after as a speaker and commentator, sharing his insights on the evolving financial landscape.

Conclusion

With his extensive experience, deep industry knowledge, and unwavering commitment to his clients, Eddie Cohen is positioned as a leading figure in the wealth management industry. As he continues to guide CI Stavis & Cohen Private Wealth towards continued growth and success, he remains dedicated to helping his clients achieve their financial aspirations and secure their long-term financial well-being.