Joshua Cohen
Investment Advisor at Mcelhenny Sheffield Capital Management
Joshua Cohen's Professional Contact Details
Email (Verified)
****@mscm.net
HQ
(214) 922-9200
Location
Fort Worth, Texas, US
Company
Mcelhenny Sheffield Capital Management
Person Seniority
entry
Joshua Cohen's Current Company Details
McElhenny Sheffield Capital Management is an independent, SEC registered, Wealth Management Firm based in Dallas, TX. Serving High Net Worth and Ultra High Net Worth clients since 2000, we provide ...
McElhenny Sheffield Capital Management is an independent, SEC registered, Wealth Management Firm based in Dallas, TX. Serving High Net Worth and Ultra High Net Worth clients since 2000, we provide Financial Planning, Social Security Optimization, Tax Planning, Estate Planning Review, and Charitable Giving Review. We specialize in Tactical Asset Management and offer a number of options based strategies including Covered Calls, Cash Covered/Naked Puts, Concentrated Position Management, and multi-leg options strategies.
Founded Year
2000
Organization Website
mscm.net
Organization Languages
English
Alexa Ranking
999311
Current Technologies
mobile friendly
wordpress org
google maps
google maps non paid users
css: max-width
gmail
google apps
godaddy hosting
apache
google analytics
options trading
financial planning
wealth management
money management
finance
investment management
Joshua Cohen's Work History and Education
Sing for Hope
Investment Advisor
2017 - Present
McElhenny Sheffield Capital Management
Colleagues at Mcelhenny Sheffield Capital Management
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