David Cohn
Steward Partners
San Antonio,
Texas
Contact
How to contact
726-888-6851
Professional Profile
Call Me When
You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.
Professions
Insurance
Investor
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Employee engagement/ retention
Equity
Family business
Financial Modelling
Philanthropy
Private equity
Retirement
Risk management
Exit/Transition Planning
Professional Certification
CEPA, CFP, RICP
Transition Planning Certification or Methodology
CEPA Value Acceleration Methodology
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
San Antonio Individual
Member since
Member for 1 year
Why I'm a Member of XPX
We believe that privately held business owners are the lifeblood of the US economy and we have a passion for serving them.
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