Archives: Advisor Teams
Advisor Team
Randy Cohen, a Charleston native, graduated from Indiana University in 1993 with a degree in Finance. He began his financial advisory career in Cleveland, Ohio and spent five years working in the Chicago suburbs including over three years managing a branch in Bannockburn, Illinois. Randy returned to Charleston in 1998 to fulfill a lifelong dream of working with his father, David. As of July, 2012, Randy and his family moved back to Chicago and will work in both the Charleston and Skokie offices.
Since 1998, Randy has worked on the boards of the Charleston Animal Society, Charleston Jewish Community Center, Brith Sholom Beth Israel Synagogue, The West Ashley Minyan and Addlestone Hebrew Academy. He has added his work as a volunteer with Arie Crown Hebrew Day School and the YU Kollel since he arrived in Chicago.
His non-working hours are devoted to his wife, Robyn and their 3 boys, Micah, Judah and Ezra and their golden retriever, Izzy.
Randy brings his passion for community, philanthropy and family to every client interaction. When he finds some time, he enjoys Indy Car racing and Indiana University Basketball, a holdover from his years in Indiana.
Randy focuses on the whole plan in the client relationship. Randy loves his work with clients and gains great satisfaction from their achievements and milestones.
CRPC conferred by College for Financial Planning
David Cohen was a Phi Beta Kappa at the University of North Carolina-Chapel Hill, and has a degree in Business Administration. In the Jewish community, he served as chairman of the Addlestone Hebrew Academy, president of the Charleston Jewish Federation, president of Synagogue Emanu-El, chairman of the Charleston Israel Bonds committee, President of the JNF, and a board member of ORT.
In the general community, he served as a board member of the Trident United Way, Coastal Community Foundation, MUSC Heart and Vascular Board, College of Charleston Jewish Studies Board, Low Country Food Bank, and a member of Rotary International. In business, he was executive vice president and general manager of Coastal Institutional Distributors, vice president and general manager of PYA/Monarch, Inc., and was an account executive at J.C. Bradford and Co. Investment Brokers, Paine Webber, UBS, and Merrill Lynch. He is also a Certified Financial Planner ™.
Linda and David are the proud parents of Jeffrey & Jody, Randy and Michael.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
James Cochran (Jimmy) has 10+ years of experience as a financial advisor. He utilizes both public and private market investments to help generate returns for his clients with a secondary focus on asset protection. Jimmy looks to minimize product expenses where suitable to keep total fees cost effective and take advantage of different investment vehicles and account types to increase tax efficiency.
Jimmy received his CERTIFIED FINANCIAL PLANNER™, CFP® certification in October 2010 and previously worked for The Northern Trust Company in their Wealth Management group.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Peter Arboleda leverages his extensive experience of over 20 years in the financial services industry, focused on financial planning and wealth management, to assist his clients in pursuing their financial goals. He’s dedicated to providing prudent advice and personalized strategic solutions to clients throughout all stages of their financial life.
Peter’s key areas of experience include investment management and cash flow, asset allocation and diversification management, IRA consolidations and 401K distribution strategies, long-term care and insurance services, distribution and transfer of wealth, portfolio reviews and recommendations, college planning, and retirement services.
Peter attended DePaul University, focusing on wealth management. He holds various licenses and certifications, including Chartered Retirement Planning Counselor (CRPC®) and the Accredited Investment Fiduciary (AIF®); He is also life, accident, and health insurance licensed; and has his long-term care certification.
As a tenured financial advisor, Peter adheres to a disciplined process that delivers a consistent wealth management experience. He draws upon the breadth and depth of IHT Wealth Management resources to provide a holistic approach to his clients’ financial life. His focus on cultivating lasting relationships with clients that are built on trust and mutual respect is a cornerstone of his approach to conducting business. He is committed to assisting clients in pursuing their dreams, and creating plans for protecting their legacy for generations to come.
CRPC® conferred by College for Financial Planning.
Peter Arboleda earned the AIF® designation in 2019. Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
David Barkley is an Accredited Asset Management Specialist, AAMS, and has been working in the Securities Industry for over 20 plus years. He brings a wealth of knowledge and hands on experience working with affluent families, business owners and individuals. He specializes in individual equities and retirement income planning. His passion is individual stocks and creating option strategies to create consistent income streams. He enjoys working directly with you, your business and your families to develop multi-generational strategies for building and preserving your wealth. David works directly with you to develop a customized disciplined wealth management strategy and plan for each client, their immediate family members, as well as, their children and their grandchildren.
For our clients who are in the beginning stages of wealth creation we work with you to develop a disciplined plan to mitigate risk, working within your risk tolerance level to grow your wealth through customized plans that are personalized to you and your family.
David’s experience at the corporate executive level, as an entrepreneur and 10 years as an individual trader on the CBOE and CBOT exchanges, allows him to bring a very diverse background and skills, that enables him to have a greater understanding of your businesses and financial opportunities at every economic level from Generation X, millenniums and baby boomers.
On a personal level, David is married with 4 adult children and 2 children still at home. He has traveled for business and pleasure to all 50 states and 65 countries around the world. He enjoys the beach, golfing, boating and traveling.
Jorge I. Blanco is the Founder and President of Success Wealth Management, a boutique Wealth Management and Financial Planning firm in Tampa, FL.
He began his career in the financial services industry in 2002 at Ameriprise Financial, one of the top financial planning companies in the world. Over the first 9 years in his career he earned many of the firm’s top awards. While servicing a client base of 398 families, he worked as an Advisor Coach where he would mentor new advisors in the industry. He helped Ameriprise develop training modules and product presentations that were used to train new advisors across the country.
Although the years of experience in his leadership role helped Jorge become the advisor he is today, he found that his true passion lay in working with his clients. He stepped down from coaching and devoted 100% of his time working on his financial planning practice. In order to deliver the type of service his clients deserved, Jorge decided to reduce the number of families he personally worked with. In December 20th, 2010 Jorge founded Success Wealth Management and joined LPL Financial, the nation’s largest Independent Broker/Dealer (as reported by Financial Planning magazine, June 1996-2017, based on total revenue).
Coming from parents who were both Professors, education was instilled in Jorge’s upbringing. Jorge believes that in order to grow personally and professionally, we must continue to learn. He graduated Summa Cum Laude with a Bachelors of Science in Financial Planning. He has also earned the prestigious professional designations of CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), Accredited Investment Fiduciary (AIF®), Accredited Wealth Management Advisor (AWMA®), and Chartered Retirement Planning Counselor (CRPC®).
In his youth, Jorge was an avid chess player. At the age of 16 he became Venezuela’s National Champion and competed in the Youth World Chess Championship in Bratislava, Slovakia where he ranked 42nd in the world. Today, Jorge enjoys playing competitive soccer, spending time with his wife and family, and exploring new places around the world.
QUALIFICATIONS / LICENSE INFORMATION:
- FINRA Series 7 Registration with LPL Financial
- FINRA Series 66 Registration with LPL Financial and Independent Financial Partners
- FL 2-15 ~ Life, Health, Variable Annuity Insurance License
- CFP® CERTIFIED FINANCIAL PLANNER™
- AIF® Accredited Investment Fiduciary
- AWMA® Accredited Wealth Management Advisor
- CRPC® Chartered Retirement Planning Counselor
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
CRPC conferred by College for Financial Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management