For nearly 20 years, Coho has successfully managed dual business channels, serving both institutional and private wealth clients. Recently, with leadership endorsement from both lines of the business, the decision was made to separate into two distinct organizations with a spin-out of our private wealth business. We are pleased to announce our full support of…
Coho Partners, Ltd. is pleased to announce the addition of Evan Carpenter, CFA®, as a portfolio manager/investment analyst on its Investment Team. “Evan comes to us with a strong background in value investing and fundamental equity research. We are delighted to welcome him to our team,” said Coho Co-Chief Investment Officer, Chris Leonard. Evan will…
We are pleased to announce an addition to our Investment Team, Tony Michalak, a portfolio manager/investment analyst. As the newest member of Coho’s Investment Team, Tony is focused on investment research and portfolio management. He has 14 years of experience in the financial industry. Prior to joining Coho, Tony spent 10 years at Roundwood Asset…
Berwyn, Pennsylvania; February 11, 2019 – Coho Partners, Ltd. is pleased to announce the addition of Ward Kruse, CFA, as portfolio manager/investment analyst on its Investment Team. “Ward is an accomplished portfolio manager and analyst. He brings to Coho a wealth of experience and a great reputation,” said Coho Chief Investment Officer, Peter Thompson,…
Berwyn, Pennsylvania; March 9, 2018 – Coho Partners, Ltd. is pleased to announce the appointment of Tim McAvoy as the newest member of its client and consultant relations team. “I’ve known Tim for many years and he is universally respected by everyone he meets,” said Coho President, Glenn Dever. “As a former AIMSE President…
Berwyn, Pennsylvania; September 7, 2017 – Coho Partners, Ltd. is pleased to welcome two senior professionals to the firm – John Finnegan in client relations and Jim Klinger in trading. The newly created roles reflect a continued investment in Coho’s team of experts and support for the firm’s enduring commitment to superior client service. “We…
Berwyn, Pennsylvania; August 3, 2017 – Coho Partners, Ltd. is pleased to announce the addition of two practiced professionals to newly formed positions. Lisa Gentry has joined the compliance team and Nimrit Kang, CFA has been named portfolio manager/investment analyst. “We are excited to welcome Lisa and Nimrit as they each bring a wealth of…
Berwyn, Pennsylvania; December 6, 2016 – Coho Partners, Ltd. is pleased to welcome Jena Weaver Dietrich to its team of seasoned professionals. Ms. Dietrich is responsible for managing the tactical and strategic marketing efforts for the firm and reports to Glenn Dever, president and partner of Coho Partners. “Jena brings over two decades of investment…
BERWYN, PA, October 26, 2016 – Brian Gibson and Lisa Marlin were hired by Coho Partners, Ltd., an independent, employee-owned investment firm that manages approximately $4.8 billion in individually managed account assets on behalf of institutions, individuals, and UMA programs. Coho Partners was founded in 1999 and is headquartered in Berwyn, Pennsylvania (www.cohopartners.com). Mr. Gibson…
