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Corporate Homie Episode 131 Financial Advisors

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Manage episode 276341153 series 1319784
内容由Corporate Homie Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 Corporate Homie Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
This week Demetra and Bemetra discuss the importance of financial planning with Chief Investment Officer Jarrett Cohen. Jarrett is a Principal and the Chief Investment Officer of JECohen Holdings, LLC (“JECohen”), a New Orleans-based financial services firm. JECohen, founded in 2015, provides wealth and investment management services. JECohen directs investments on behalf of individuals and institutions in public securities, such as equities and fixed income, private commercial real estate, and private equity while adhering to a value- oriented investment philosophy across all disciplines. Most recently, Jarrett was selected as a 2020 New Orleans CityBusiness Money Maker and appointed the President of his neighborhood association, the Historic Faubourg Tremé Association. He also serves as a member of the Greater New Orleans Foundation’s Cornerstone Council, and he formerly served on the Crescent City Community Land Trust Board of Directors and the New Orleans Regional Transit Authority as a Trustee and Vice Chairman of the Transit Management of Southeast Louisiana, Inc., a local $200 million pension plan. Email: questions@corporatehomie.com to submit topics or questions. Social Media: Instagram.com/CorporateHomie Instagram.com/DemetraLiggins Instagram.com/BKLiggins Twitter.com/CorporateHomie Twitter.com/DemetraLiggins Twitter.com/BKLiggins Hashtag: #CorporateHomie Website: www.CorporateHomie.com
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icon分享
 
Manage episode 276341153 series 1319784
内容由Corporate Homie Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 Corporate Homie Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
This week Demetra and Bemetra discuss the importance of financial planning with Chief Investment Officer Jarrett Cohen. Jarrett is a Principal and the Chief Investment Officer of JECohen Holdings, LLC (“JECohen”), a New Orleans-based financial services firm. JECohen, founded in 2015, provides wealth and investment management services. JECohen directs investments on behalf of individuals and institutions in public securities, such as equities and fixed income, private commercial real estate, and private equity while adhering to a value- oriented investment philosophy across all disciplines. Most recently, Jarrett was selected as a 2020 New Orleans CityBusiness Money Maker and appointed the President of his neighborhood association, the Historic Faubourg Tremé Association. He also serves as a member of the Greater New Orleans Foundation’s Cornerstone Council, and he formerly served on the Crescent City Community Land Trust Board of Directors and the New Orleans Regional Transit Authority as a Trustee and Vice Chairman of the Transit Management of Southeast Louisiana, Inc., a local $200 million pension plan. Email: questions@corporatehomie.com to submit topics or questions. Social Media: Instagram.com/CorporateHomie Instagram.com/DemetraLiggins Instagram.com/BKLiggins Twitter.com/CorporateHomie Twitter.com/DemetraLiggins Twitter.com/BKLiggins Hashtag: #CorporateHomie Website: www.CorporateHomie.com
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