BA in economics from UConn. MBA in finance from Wharton. Worked as securities analyst and portfolio manager for an insurance company and a bank from 1960 through 1983. Retired at age of 53. Private investor from then until now. I am 86 years young. I like to write poetry and short stories. And, I am the Chief Inspector of Sunrises and Sunsets on Earth (self appointed).
*Too brief a tour in USMC.
*Long, long term real estate development land and vacant lot specialist in Atlanta and Jacksonville.
*Appreciative, learning attitude about investments, with portfolio of cash, hedging, dividend, bio-tech, and tech investments.
Martin Cohen has been licensed in the securities industry for more than fifty years and specializes in raising capital for business development stage growth companies and institutional alternative investment management companies. He was certified as a financial planner in 1977, co-founder of the Dallas Chapter of the IAFP, founder of the Dallas Chapter of the Institute of Certified Planners (ICFP), and served on the national ICFP Board. He currently serves as the EVP of Balanced Financial Securities, an investment banking broker dealer established in Dallas, Texas in 1978.
BBA Mississippi State University 2005
Qualifying Member of the 2015 Million Dollar Round Table(MDRT)
MDRT Qualifying Member seven consecutive years
Board Member of the Mississippi Estate Planning Council
Series 7, 63, and 65 licensed
Life and Health Licensed in Mississippi, Tennessee, and Alabama