BERWYN, Pa.--(BUSINESS WIRE)--Coho Partners, Ltd. is pleased to welcome two senior professionals to the firm – John Finnegan in client relations and Jim Klinger in trading. The newly created roles reflect a continued investment in Coho’s team of experts and support for the firm’s enduring commitment to superior client service.
“We are happy to have John and Jim on board,” said Coho President, Glenn Dever. “Their skills, experience, and strong cultural fit will strengthen our efficacy with our client relationships. We look forward to their future contributions to our firm.”
Mr. Finnegan is responsible for working closely with clients, consultants, and members of the Coho Investment Committee to engage in all aspects of the firm's client relations needs.
Before joining Coho, John was the head of relationship management for Delaware Investments. He was responsible for overseeing the team that managed relationships for approximately $17 billion of client assets. Prior to Delaware Investments, he was a managing director of client relations for Turner Investments where he focused on managing and selling large, complex institutional relationships with combined assets of $5 billion.
John graduated from La Salle University with a BS in accounting and received an MBA in finance from St. Joseph’s University. He holds FINRA Series 7 and Series 63 licenses and serves as an adjunct professor of finance at La Salle University. John is a member of the Association of Investment Management Sales Executives (AIMSE).
Mr. Klinger is focused on all facets of trading for the firm’s separately managed accounts and model platforms.
Before joining Coho, James served for 11 years as a senior equity trader for Penn Capital Management where he was responsible for trading for the firm’s micro, small, smid, and mid cap strategies. Prior to his tenure at Penn Capital Management, he was a portfolio investment specialist for Rittenhouse Asset Management/John Nuveen Company.
James graduated from DeSales University with a BS in finance and received an MBA in finance from Temple University’s Fox School of Business and Management.
About Coho Partners, Ltd.
Coho Partners Ltd., founded in 1999, is an independent, employee-owned investment management firm headquartered in Berwyn, Pennsylvania. As of June 30, 2017, total combined assets including model advisement, discretionary, and non-discretionary were approximately $8 billion. Coho focuses on generating a specific, asymmetric pattern of returns that offers strong protection in down markets and very competitive returns in up markets. For more information about Coho and its services, please visit our website at www.cohopartners.com and follow us on LinkedIn.