Cohen Capital

Michael Cohen is a financial advisor with Cohen Capital in Chicago, holding Series 63 and Series 65 licenses and with 54 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining Cohen Capital. Outside of his advisory role, Cohen is a managing partner at Oak Grove Partners, a business venture unrelated to investment advising. Cohen Capital is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, employing both fundamental and technical analysis with a long-term investment approach.

James Appel is a CFP® with 33 years of industry experience, currently serving at Cohen Capital in Sarasota, FL. He previously worked at Raymond James & Associates for 19 years. Appel is also a licensed insurance professional. Cohen Capital is a team-based SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, employing a long-term approach with flexibility for shorter-term trading and may utilize third-party managers as part of its client strategies.

John Crain is a financial advisor at Cohen Capital with a Series 66 designation and two years of industry experience. He previously worked at Raymond James & Associates and Orleans Capital/Energy Opportunities Capital Management. Outside of advising, he has ownership interests in family businesses, including R. Lacy Services Incorporated and Sabine Investment Partners, LLC, a family office investment company. Cohen Capital is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, while retaining discretion for shorter-term trading and may engage third-party managers to implement client strategies.

Benjamin Cohen is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving as part of the team at Cohen Capital in Chicago, IL. Prior to joining Cohen Capital, he worked for 12 years at Raymond James & Associates. Outside of his advisory role, he is a passive investor in businesses including Verlaine Restaurant and the Broadway production Once On This Island. Cohen Capital is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and employs a mostly long-term investment approach with flexibility for shorter-term adjustments.

Richard Horwitch is a financial advisor at Cohen Capital with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities, Inc. for nearly three decades, followed by a four-year tenure at Raymond James & Associates. Cohen Capital is an SEC-registered investment adviser offering discretionary investment management, wealth management, and financial planning services for individuals, trusts, businesses, and institutional accounts. The firm employs a primarily long-term, diversified portfolio approach using mutual funds, ETFs, and various other investment vehicles, and sponsors a wrap-fee program that consolidates transaction and custody costs.

Erika Wolek is a CFP® professional with 10 years of industry experience, currently serving at Cohen Capital. Her prior experience includes roles at Raymond James & Associates and UBS Financial Services. Cohen Capital is an SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services. The firm serves individuals, trusts, businesses, institutional accounts, and pooled vehicles, employing a primarily long-term investment approach that utilizes low-cost diversified mutual funds and ETFs alongside other securities, with discretion to adjust holdings for tax management and market conditions.

John Postel III is a financial advisor at Cohen Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and JPMorgan Chase. He is also a licensed insurance professional in a non-investment capacity. Cohen Capital is an SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a long-term portfolio approach using low-cost, diversified mutual funds and ETFs, while also employing other investment strategies and third-party managers as appropriate.