Where are CI Stavis & Cohen Private Wealth employees located globally?

CI Stavis & Cohen Private Wealth has employees across 1 continents and 1 countries including United States Of America.

How has CI Stavis & Cohen Private Wealth's team size changed over time?

CI Stavis & Cohen Private Wealth's team has remained stable from approximately 6 to 6 employees based on available data.

Learn more at LeadIQ.com

CI Stavis & Cohen Private Wealth Employee Directory

Financial ServicesTexas, United States11-50 Employees

CI Stavis & Cohen Private Wealth is a financial services firm based in Houston, Texas, operating from 1330 Post Oak Boulevard, Suite 2190. Securities are offered through FSC Securities Corporation, a FINRA/SIPC member, while advisory and insurance services are provided through Stavis & Cohen Financial, a registered investment adviser not affiliated with FSC. The firm develops customized financial plans to help families achieve their goals. It employs between 11 and 50 people. In 2020, CI Financial Corp. acquired Stavis & Cohen Financial, reflecting a change in ownership structure.

CI Stavis & Cohen Private Wealth Global Highlights

North America
9

United States Of America
9

CI Stavis & Cohen Private Wealth's Leadership

J. M.
Tax Director
Mobile Phone
Email
S. B.
Advisory Services Manager
Mobile Phone
Email
L. H.
Lead Private Wealth Advisor
Mobile Phone
Email
K. T.
Advisor
Mobile Phone
Email

CI Stavis & Cohen Private Wealth Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from CI Stavis & Cohen Private Wealth

Name

Title

Contact Info

Location

Last Update

J. M.
Tax Director
Mobile Phone
Email
Oct 21, 2024
S. B.
Advisory Services Manager
Mobile Phone
Email
United States
Jun 01, 2026
L. H.
Lead Private Wealth Advisor
Mobile Phone
Email
Jul 09, 2024
K. T.
Advisor
Mobile Phone
Email
Apr 25, 2024

Frequently Asked Questions

What is CI Stavis & Cohen Private Wealth known for?

CI Stavis & Cohen Private Wealth was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1330 Post Oak Boulevard Suite 2190 Houston, Texas 77056 United States; you can contact the main corporate office by phone at

+1-713-275-****

. Explore CI Stavis & Cohen Private Wealth's company overview page for more information.

What is CI Stavis & Cohen Private Wealth's most common email format?

CI Stavis & Cohen Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CI Stavis & Cohen Private Wealth email formats with LeadIQ.

How many employees does CI Stavis & Cohen Private Wealth have currently?

CI Stavis & Cohen Private Wealth has approximately 22 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are CI Stavis & Cohen Private Wealth's key employees and leadership?

As of April 2026, CI Stavis & Cohen Private Wealth's key employees include:

Tax Director: J. M.
Advisory Services Manager: S. B.
Lead Private Wealth Advisor: L. H.
Advisor: K. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

CI Stavis & Cohen Private Wealth Employee Directory

Find CI Stavis & Cohen Private Wealth employees' phone numbers or email addresses

Name search is limited — try advanced search instead