Coho Partners
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
801 Cassatt Rd Ste 100, Berwyn, Pennsylv...Phone Number
(484) 318-7575Website
www.cohopartners.comRevenue
$6 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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ZI Rank
2
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2
1
1
About Coho Partners
Coho Partners, Ltd. specializes in investment strategies that focus on protecting principal during down markets while generating competitive returns in up markets. Their core offerings include Relative Value Equity and ESG Investing, targeting a diverse range of clients seeking both stability and growth in their investments. The firm is driven by a team of industry experts and values integrity, transparency, and collaboration. They aim to engage with clients who prioritize sustainable investment practices and reliable performance.Explore more
Coho Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$7.2M
11-50
Private
-
1978
MD
Marlo DorseyVice President, South Central Region - Kansas City Regional Consultant
Company Profile Activity
Activity Insights
Coho Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Coho Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coho Partners.
Coho Partners Tech Stack
A closer look at the technologies used by Coho Partners
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Most Recent Scoops
Facilities Relocation / Expansion
Coho Partners is planning to move offices in January 2027. The move will impact approximately 16 employees at the existing office located at 801 Cassatt Rd, Suite # 100, Berwyn, PA.
Facilities Relocation/Expansion
Executive Move
Coho Partners has announced that Cindy Lewis has been appointed as Chief Financial Officer.
Executive Moves
New Hire
Executive Move
New Hire
Executive Move
Coho Partners News & Media
Coho Partners Expands Its Investment Team
BERWYN, Pa.--(BUSINESS WIRE)--Coho Partners, Ltd. is pleased to announce the addition of Evan Carpenter, CFA®, as a portfolio manager/investment analyst on its Investment Team. "Evan comes to us with a strong background in value investing and fundamental equity research. We are delighted to welcome him to our team,” said Coho Co-Chief Investment Officer, Chris Leonard. Mr. Carpenter will report to Mr. Leonard and Peter Thompson, Co-Chief Investment Officer. Mr. Thompson added, “Evan’s backgrounCoho Partners Welcomes New Investment Team Member
BERWYN, Pa.--(BUSINESS WIRE)--Coho Partners, Ltd. is pleased to announce an addition to its Investment Team, Tony Michalak, a portfolio manager/investment analyst.Coho Partners Welcomes Cindy Lewis as Chief Financial Officer
BERWYN, Pa.--(BUSINESS WIRE)--Coho Partners announced today that Cindy Lewis, a seasoned financial executive, has joined the firm’s leadership team in the newly created role of chief financial officer. “Cindy comes to Coho with more than 22 years of leadership roles where she was responsible for supporting multi-billion-dollar operations within a dynamic market environment," said Coho President Glenn Dever, to whom Ms. Lewis will report. "She has deep expertise in all aspects of corporate finanNew Investment Team Member Joins Coho Partners
BERWYN, Pa.--(BUSINESS WIRE)--Coho Partners, Ltd. is pleased to announce the addition of Ward Kruse, CFA, as portfolio manager/investment analyst on its Investment Team.
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Coho Partners, Ltd. specializes in investment strategies that focus on protecting principal during down markets while generating competitive returns in up markets. Their core offerings include Relative Value Equity and ESG Investing, targeting a diverse range of clients seeking both stability and growth in their investments. The firm is driven by a... Read More
