John Postel
AAMS™, CEPA®
Managing Director, Investments
“My aim is to make sophisticated investing feel simple. Pursuing strategies that reward deeper analysis, articulating them in plain language and staying personally engaged with every client are the elements of this work I value most.”
John is an experienced financial advisor who is passionate about providing clients with advice and professional investment management services. He customizes financial and investment strategies specific to each client based on their individual needs.
John always takes the time to explain what we are doing and why. He is committed to ensuring clients have a thorough understanding of the strategies they are invested in – and the rationale behind them.
As an Accredited Asset Management Specialist™, John has completed an extensive course of study encompassing investments, insurance, tax, retirement and estate planning issues. He adheres to standards of professional conduct and is committed to continuing industry education. John is also a Certified Exit Planning Advisor (CEPA®), trained to help business owners with aligning their business goals and personal financial objectives, build transferable wealth into their company, and navigate the complexities of selling a business.
John began working with the Cohen team in 2018 and transitioned with us from Cohen Financial Management of Raymond James to Cohen Capital. Previously he worked at J.P. Morgan Private Bank for seven years.
Designations and Licenses
Accredited Asset Management Specialist®
Certified Exit Planning Advisor
Education
BA, political science, Kenyon College
More About John
John is originally from Pittsford, New York, and today lives in Chicago’s Old Town Triangle historic district with his wife, Sara, and their children, Delaney and Hilton.
His favorite leisurely pursuits include travel, food and wine, and spending time with family and friends.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.