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Coho Partners, Ltd

300 Berwyn Park, 801 Cassatt Rd., Suite 100
Berwyn, Pennsylvania 19312
United States
 
Contact :      Jena Dietrich
Phone :       484-318-7575
Fax :             484-318-7576
Email :         jdietrich@cohopartners.com
Web :           http://www.cohopartners.com

Coho Partners, Ltd Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $5,195
Tax-Exempt Managed ($Mil) : $1,930
Taxable Assets Managed ($Mil) : $3,265
Year Founded : 1999
Wrap Programs Offered? : Yes
# of Accounts Managed : 1168
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
  $

Coho Partners, Ltd History

Coho Partners Ltd., founded in 1999, is an independent, employee-owned investment management firm headquartered in Berwyn, Pennsylvania. The firm was registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940 on March 30, 2001. Coho’s focus, since inception, has been to generate a specific, asymmetric pattern of returns that offers protection in down markets and competitive returns in up markets.

 


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
977
$1500.35
 
Limited Partnership :
44
$212.37
 
Foundations :
66
$331.12
ERISA :
19
$643.68
Unions, Taft-Hartley :
3
$58.68
Public :
2
$231.92
Others :
57
$2216.76
Total # of Professional : 31 Analysts : 1
Portfolio Managers : 7 Traders : 1
Client Service : 10 Operation : 12

Coho Partners, Ltd Personnel

Mr.  Glenn Dever

President/CEO
Tel : 484-318-7575
Email: gdever@cohopartners.com
Glenn joined Coho Partners, Ltd. in 2009. As president, he oversees all the non-investment activities of the firm including: day-to-day operations, legal, compliance, information technology, marketing, and sales. In addition to these responsibilities, he is a partner of the firm and a member of the Board of Directors. Glenn has 36 years of experience in the financial industry. Before joining Coho, Glenn spent 12 years with Turner Investment Partners. His responsibilities included head of institutional client service and sales, and eventually, chief marketing officer, where he was responsible for global sales and client service. Previously Glenn was employed by Delaware Investment Advisers, where he worked with institutional clients to keep them abreast of investment results and portfolio changes. He was also a senior investment consultant with NEPC, LLC, working with institutional plan sponsors to establish written investment policies, asset allocation, manager selection, transition plans, and performance measurement. He began his investment career with Ameritech Corporation, one of the largest corporate pension and savings plans in the U.S. at the time. Glenn graduated from Miami University with a Bachelor of Science degree in Finance and earned an MBA in Finance from Loyola University, Chicago.

Mr.  Peter Thompson

Portfolio Manager
Tel : 484-318-7575
Email: pthompson@cohopartners.com
In 1999, Peter formed Coho Partners, Ltd. He is the chief investment officer of the firm and is responsible for maintaining the firm's investment philosophy and process. In addition to his portfolio management and company research responsibilities, he is a partner of the firm and a member of the Investment Committee and Board of Directors. Peter has 37 years of experience in the financial industry. Prior to forming Coho Partners, Peter spent 10 years with the investment-counseling firm of Cooke & Bieler, where here he had a wide range of research and portfolio responsibilities. In addition to managing stand-alone portfolios, he played an integral role in the development of three of the firm's mutual funds for which he was also the portfolio manager. Peter began his investment career with Kidder, Peabody & Company where he was involved in research and ultimately promoted to a position of oversight on the firm's Stock Selection and Investment Policy Committees. Peter graduated from Princeton University with a Bachelor of Arts Degree in Economics. He received his MBA from the University of Virginia's Colgate Darden School of Business Administration. Peter serves as a board member on the Gesu School investment committee and as the Treasurer of the First Hospital Foundation.

Mr.  Brian Kramp

Portfolio Manager
Tel : 484-318-7575
Email: bkramp@cohopartners.com
Brian joined Coho Partners, Ltd. in 2006. He is primarily focused on company research and portfolio management. He serves as the chairperson of the firmís weekly Investment Committee meeting and manages the quantitative screening process which helps define the Coho 250. In addition to these responsibilities, Brian is a member of the Board of Directors and a partner of the firm. He has 37 years of experience in the financial industry. Before joining Coho, Brian was employed by Morgan Stanley / Miller, Anderson & Sherrerd as a research analyst/portfolio manager. He rose to the position of executive director and held significant responsibility for portfolio management, equity research and client service on the large cap core and value equity teams. Prior to this, Brian was an analyst/portfolio manager for Meridian Investment Company, where he managed or co-managed several equity funds along with enjoying client service responsibilities. Brian's initial position with Meridian Bank was in their asset management unit as a personal trust investment officer focusing on managing individual and institutional accounts. He began his investment career as a financial advisor for a regional brokerage firm in Allentown, PA. Brian graduated from Muhlenberg College with a Bachelor of Arts Degree in Business Administration and Accounting. He earned the right to use the Chartered Financial Analyst designation.

Mr.  Rick Wayne

Portfolio Manager
Tel : 484-318-7575
Email: rwayne@cohopartners.com
Rick joined Coho Partners, Ltd. in 2004 to lead the Private Wealth Team. In addition to his portfolio management responsibilities, he serves as the firmís chief strategist. Rick is a partner of the firm and a member of the Board of Directors. He has 36 years of experience in the financial industry. Prior to joining Coho, Rick was a senior vice president at PNC Advisors where he specialized in discretionary investment advisory relationships. In addition, he played an integral role in the design of the bank's portfolio management system and analytic software. Rick was also a member of the PNC Stock Selection Committee and various strategic committees. Additional responsibilities included portfolio manager training. Rick began his investment career at Morgan Stanley Dean Witter, where for 11 years he managed individual client portfolios with primary responsibilities in sales and portfolio management. Rick graduated from the Wharton School of the University of Pennsylvania with a Bachelor of Science Degree in Economics. At Wharton, Rick pursued a major in Marketing with a minor in Finance. He earned the right to use the Chartered Financial Analyst designation.

Mr.  Christopher Leonard

Portfolio Manager
Tel : 484-318-7575
Email: cleonard@cohopartners.com
Chris joined Coho Partners, Ltd. in 2012 to focus on company research and portfolio management. In addition to these responsibilities, Chris is a member of the Investment Committee and a partner of the firm. He has 24 years of experience in the financial industry. Prior to joining Coho, Chris was Vice President at Santa Barbara Asset Management, an affiliate of Nuveen Investments. While at Santa Barbara, Chris was responsible for coverage of the healthcare and consumer staples sectors and served as lead portfolio manager of the firm's mid-cap growth portfolio. Chris previously worked at T. Rowe Price and Chesapeake Partners as an analyst evaluating securities in multiple sectors. He began his investment career at Paine Webber as a research associate covering the biotechnology sector. Chris graduated with distinction from the University of Virginia receiving a Bachelor of Science degree in Commerce with a concentration in Finance. He earned the right to use the Chartered Financial Analyst designation.

Ms.  Lisa Moneymaker

Client Contact
Tel : 484-318-7575
Email: lmoneymaker@cohopartners.com
Lisa has been with Coho Partners, Ltd. since its inception in 1999. Over the years, she designed the company's administrative systems, oversaw client recordkeeping, and updated regulatory and industry databases. She is currently responsible for supporting the internal client servicing effort for the firm and maintaining GIPS performance composites. Lisa has 21 years of experience in the financial industry and is a partner of the firm. Lisa previously worked at Aramark as Manager of Cash Operations with the responsibility for centralizing all cash administration for 25 subsidiaries. She also worked at Girard/Mellon Bank where she rose to senior corporate cash management officer. Lisa is a cum laude graduate of the University of Richmond with a Bachelor of Science Degree in Finance.

Ms.  Joanne Powell

Operations/Administrators
Tel : 484-318-7575
Email: jpowell@cohopartners.com
Joanne joined Coho Partners in 2013. She is responsible for account reconciliation, opening new accounts, trade settlement, and other operational duties. Joanne has 28 years of experience in the financial industry and is a partner of the firm. Before joining Coho, Joanne was employed by Merion Wealth Partners, LLC, maintaining and administering various regulatory filings with FINRA. She was Director of Operations for Valley Forge Capital Advisors, Inc., responsible for the installation and training of the firm's portfolio accounting system, client reconciliations, performance reporting, GIPS verification and examination, quarterly billings and maintaining the companyís general ledger books. Joanne also worked at StoneRidge Investments Partners, LLC for 9 years as their Operations Manager where she supervised the portfolio accounting and operations functions. She began her investment career with US Trust Company/Radnor Capital Management, Inc.

Mr.  Wayne LeSage

Client Contact
Tel : 484-318-7575
Email: wlesage@cohopartners.com
Wayne joined Coho Partners, Ltd in 2014. He is responsible for working closely with institutions, families, individuals and members of the Coho investment team to engage in all aspects of the firm's client service needs. Wayne has 18 years of experience in the financial industry and is a partner of the firm. Before joining Coho, Wayne was employed by Scotia Institutional Investments US, LP where he was responsible for the investment oversight program for the Scotia Institutional Funds and the firm's institutional client service activities. Prior to Scotia Institutional, he was an Investment Officer with Davidson Capital Management and focused on the fundamental research and analysis of individual investments for the firm's equity investment discipline. He began his investment career with Valley Forge Asset Management Corp in 2002. Wayne graduated from the University of Notre Dame with a Bachelor of Business Administration in Finance and received an MBA in Finance from The Wharton School of the University of Pennsylvania. He earned the right to use the Chartered Financial Analyst designation.

Mr.  John Musser

Client Contact
Tel : 484-318-7575
Email: jmusser@cohopartners.com
John joined Coho Partners, Ltd. in 2015. He is responsible for enhancing the firmís presence within the institutional consultant community and working to promote Coho with plan sponsors and independent investment advisors. John has 14 years of experience in the financial industry. Before joining Coho, John was a Partner, Regional Director at PENN Capital Management where he was responsible for servicing institutional clients and business development with plan sponsors and consultants. John graduated from Widener University with a Bachelor of Science in Business Administration with a concentration in Finance. He holds the FINRA Series 7 (Registered Representative) and Series 63 (Uniform Securities Agent) licenses.

Mr.  Ruairi ONeill

Portfolio Manager
Tel : 484-318-7575
Email: roneill@cohopartners.com
Ruairi joined Coho Partners, Ltd. in 2014 to focus on research and portfolio management. In addition to his portfolio management and research responsibilities, Ruairi is a member of the Investment Committee and a partner of the firm. He has 26 years of experience in the financial industry. Prior to joining Coho, Ruairi was the lead Portfolio Manager on the PNC Large Cap Dividend Focus strategy as well as a Senior Portfolio Manager on the PNC Core, Value and Growth strategies. While at PNC, Ruairi rose to the position of Senior Vice President where he initiated the Dividend Focus strategy and managed a team of analysts to ensure adherence to the investment process. In his previous role as Senior Equity Research Analyst, he was responsible for coverage of the healthcare, consumer staples, information technology and industrial sectors. Ruairi previously worked at PFPC Worldwide as an Investment Accounting Manager. Ruairi graduated from the National University of Ireland with a Bachelor of Commerce Degree in Accounting/Finance and received an MBA in Marketing from Saint Josephís University. He earned the right to use the Chartered Financial Analyst designation.

Ms.  Jena Dietrich

Marketing Director
Tel : 484-318-7575
Email: jdietrich@cohopartners.com
Jena joined Coho Partners in 2016. She is responsible for managing the firmís marketing initiatives. Jena has 24 years of investment marketing experience across a spectrum of business channels. Most recently, she was a Managing Director for Custom Institutional Fund Solutions, a consultancy to the investment management industry that specialized in helping firms launch mutual funds. Previously, she was the Director of Marketing for Turner Investments for eight years and served as Director of Marketing for Philadelphia International Advisors and Vice President of Marketing for The Glenmede Trust Company. Jena graduated from Ursinus College with a Bachelor of Arts degree in English and holds the FINRA Series 6 and Series 63 licenses. She serves as the president of the school board of a private early learning center.

Ms.  Nimrit Kang

Portfolio Manager
Tel : 484.318.7575
Email: nkang@cohopartners.com
Nimrit joined Coho Partners, Ltd. in 2017 to focus on research and portfolio management. In addition, she is a member of the Investment Committee. She has 16 years of experience in the financial industry. Prior to joining Coho, Nimrit was the director of research and investment strategy for ICMA-RC where she was responsible for leading manager research and due diligence as well as ongoing oversight of a broad suite of equity strategies. She also served as the lead portfolio manager for the multi-asset class corporate portfolio. In her previous role, she spent 12 years at DuPont Capital Management where she rose from an analyst to co-portfolio manager for the international small cap product and lead member of the portfolio management team for the EAFE product. During her tenure at DuPont Capital, her analyst responsibilities included stock selection for the industrials, consumer discretionary, and consumer staples sectors. Nimrit graduated magna cum laude from Virginia Polytechnic Institute and State University (ďVirginia TechĒ) with a Bachelor of Science degree in chemical engineering and received an MBA from the Harvard Business School. Nimrit earned the right to use the Chartered Financial Analyst designation and she is a member of the CFA Society of Philadelphia and the CFA Institute. She served as a board member for the CFA Society of Philadelphia from 2013-2016.

Mr.  Tim McAvoy

Client Contact
Tel : 484.318.7575
Email: tmcavoy@cohopartners.com
Tim joined Coho Partners in 2018. He is responsible for leading the firmís asset-gathering effort by driving sales and managing the sales team. Tim has 21 years of experience in the financial industry. Before joining Coho, Tim was a Sales Director at DePrince, Race & Zollo, Inc. where he was responsible for cultivating relationships with institutional consultants and business development with plan sponsors, endowments, foundations, and sub-advisory business channels. Previously he served as a Principal, Client Service and Marketing at Marvin & Palmer Associates for 13 years. Tim graduated from Pennsylvania State University with a Bachelor of Science in Business Management.

Ms.  Mengchen Ma

Researcher/Analyst
Tel : 484.318.7575
Email: mma@cohopartners.com
Mengchen joined Coho Partners in 2019 to focus on research coverage within Cohoís ESG (environmental, social, and governance) investable universe. As a recent masterís degree graduate, she has one year of experience in the financial industry. In this newly formed role, Mengchen works with the Investment Team to develop analytical tools to evaluate material ESG drivers and risks. Prior to joining Coho, Mengchen was an economics consulting analyst at Tabors Caramanis Rudkevich in Boston. Mengchen received a Bachelor of Science degree in engineering from Tsinghua University (China) and a Master of Engineering Management degree from Dartmouth College. In 2018, she co-authored an SCI Publication, ďComparing international contractorsí CSR [Corporate Social Responsibility] communication patterns: A semantic analysisĒ in the Journal of Cleaner Production.

Mr.  Ward  Kruse

Portfolio Manager
Tel : 484.318.7575
Email: wkruse@cohopartners.com
Ward joined Coho Partners in 2019 to focus on research and portfolio management. In addition, he is a member of the Investment Committee. He has 23 years of experience in the financial industry. Prior to joining Coho, Ward spent 20 years working on the Fundamental Equity Team at Goldman Sachs Asset Management. Most recently, he served as a Vice President on the U.S. Value Equity Team in New York. As a research analyst and sector portfolio manager, he conducted primary fundamental research on companies across different sectors and portfolios. He also helped launch ESG strategies and integrate sustainability research into the firmís investment process. Prior to this role, he worked as an Associate on the European Equity Team in Goldman Sachs Asset Managementís London office. He began his career as a financial analyst in the Investment Banking Division of the Goldman Sachs Group, Inc. Ward graduated summa cum laude from Georgetown University with a Bachelor of Science degree in finance and accounting. He earned the right to use the Chartered Financial Analyst designation.

Coho Partners, Ltd Product Name

Coho Relative Value Equity:Privately Managed Accounts
Coho Relative Value ESG:Privately Managed Accounts
Report Created: January,23 2020.  Copyright Money Manager Review , All rights Reserved.
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