Josh Cochran, CFA
Founder at Cochran Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Experience
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Cochran Wealth
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United States
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Financial Services
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1 - 100 Employee
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Founder
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May 2015 - Present
Atlanta Metropolitan Area Comprehensive Financial Planning, Investment Management, Retirement Planning, Education Planning
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Fifth Third Bank
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United States
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Financial Services
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700 & Above Employee
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Associate Wealth Management Advisor
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Mar 2014 - May 2015
Greater Atlanta Area
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Ned Davis Research
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United States
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Investment Management
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1 - 100 Employee
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Associate, Institutional Sales
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Sep 2013 - Feb 2014
Greater Atlanta Area
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Senior Investment Analyst
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Jun 2011 - Aug 2013
Greater Atlanta Area - Manage $1 billion in investments as the Senior Investment Analyst of a six member team - Work with family offices and individuals with a minimum of $10 million - Wealth Planning: Create wealth plans to help clients understand and achieve their financial goals - Investment Portfolios: Created model portfolios by asset class, strategy and substrategy
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Management Assistant
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Jun 2008 - Jun 2011
Greensboro/Winston-Salem, North Carolina Area
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Education
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University of North Carolina at Greensboro
B.S., Finance
Community
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