Envision Capital Management, Inc.
Your Envision Capital Management Team
Chief Executive Officer
Marilyn Cohen founded Envision Capital Management 23 years ago. Before that, she began building her securities industry expertise as an analyst at William O’Neil & Company, then as a bond broker at Cantor Fitzgerald, the world’s largest bond dealer. Marilyn has a BA degree from UCLA and an MBA from Pepperdine. Marilyn is considered to be a thought leader within the financial community. She has written the bond column in Forbes magazine for 20 years as well as being a featured contributor to CNBC, CNN, NBC, CBS, and most of the other financial media. She personally manages each of our client's investment portfolios. Along the way, she maintains an on-going relationship with each client.
In her spare time Marilyn raises service dogs for the disabled and regularly conducts pet therapy sessions at the VA Hospital, the VA Nursing Home, and the USO.
Back office operations
Dijana is the firm’s Project Coordinator. She does numerous computer-related projects revolving around municipal securities, market research and back office operations.
Chris provides advice and support to the Company's compliance program. He is a CPA, MBA, with 25 years in the investment banking, broker/dealer, and investment advisory industries. He has held 7 FINRA licenses. Chris knows compliance.