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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.

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

CI Stavis & Cohen Private Wealth Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

CI Stavis & Cohen Private Wealth's Leadership

  • Stylized image of a person
    J. M.
    Tax Director
    Mobile Phone
  • Stylized image of a person
    L. H.
    Lead Private Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    K. T.
    Advisor
    Mobile Phone

CI Stavis & Cohen Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from CI Stavis & Cohen Private Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. M.
    Tax Director
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    L. H.
    Lead Private Wealth Advisor
    Mobile Phone
    Jul 09, 2024
  • Stylized image of a person
    K. T.
    Advisor
    Mobile Phone
    Apr 25, 2024

Frequently Asked Questions

What is CI Stavis & Cohen Private Wealth known for?

Minus sign iconPlus sign iconCI Stavis & Cohen Private Wealth was founded in 2009 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconCI 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?

Minus sign iconPlus sign iconCI Stavis & Cohen Private Wealth has approximately 22 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Tax Director: J. M.
  • Lead Private Wealth Advisor: L. H.
  • Advisor: K. T.

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