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DALLAS, Aug. 08, 2017 -- McElhenny Sheffield Capital Management, a Dallas based Registered Investment Advisor, today announced that Josh Cohen has joined the firm as an Investment Advisor Representative (IAR). Josh has extensive experience investing for ultra-high net worth clients.
Previously, Josh was a partner at Regal Investments, L.P. where he worked alongside two of Dallas’ most legendary traders. He later served as partner at Ackerman Capital Management. Josh was also previously a managing partner of the hedge fund Quad Asset Management, L.L.C. After Quad, Josh successfully invested his own capital and that of a select number of high net worth clients. He started his career as an investment banker in corporate finance for Lehman Brothers. Josh was a long-time member of the board of directors for Free the Children and currently serves on the board of Sing for Hope. Josh has a B.A. in economics from the University of Texas.
Josh said, “I am really excited to join McElhenny Sheffield as a wealth manager. I believe McElhenny Sheffield’s deeply experienced team and high level of engagement will greatly complement my desire to fully service all of my client’s financial needs.”
“We are very excited that Josh chose to partner with MSCM,” said Bruce Fraser Managing Partner. “Josh’s energy and desire to play a major role in the entire financial health of his clients let me know that he would be a great fit with the firm.”
About McElhenny Sheffield
McElhenny Sheffield Capital Management was founded in 2000 to manage a hedge fund with an options- based absolute return strategy that was designed to deliver consistent returns while minimizing downside risks for clients. Today, MSCM serves a growing group of clients with liquid assets totaling approximately a quarter of a billion USD’s. McElhenny Sheffield’s team of MBAs, investment advisors, Certified Financial PlannersTM and Chartered Financial Analysts® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with coordinated estate, investment and tax strategy.
Media Contact: Todd Terry Director of Operations McElhenny Sheffield Capital Management [email protected] 214-922-9200 x226
