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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randolph? Claim Your ProfileRandolph Baer Cohen is an investment advisor representative registered with PEO Partners, LLC, in Massachusetts. Randolph has been with PEO Partners, LLC since January 2019 and is also a Senior Lecturer at Harvard Business School since September 2015. Randolph earned his Series 65 license in October 2021. Randolph Cohen works with investment companies and pooled investment vehicles and specializes in portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
Portfolio consultant to uit
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
%of fees subj. to min. amt;%of nav of uit;share of profit in etf
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MA
12/14/2020 - Present
PEO Partners, LLC (Cambridge MA)
IA
Issued 10/04/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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