Stavis & Cohen Financial LLC

Stavis & Cohen Financial LLC, legally recognized as STAVIS & COHEN FINANCIAL, LLC, is a Texas-based financial firm with 16 staff members, half of whom serve as advisers. The firm has gained approval from the U.S. Securities and Exchange Commission since its registration on September 24, 2009, and currently caters to a clientele of eight.

• ALLISON ANNE LYONS

  LEAD ADVISOR AND SVP OF ADVISORY SERVICE owns more than 5% but less than 10%

• DEBORAH MCCULLY STAVIS

  MANAGING MEMBER owns more than 50% but less than 75%

• DIANA DALE MURPHY-BELGER

  SVP OF INVESTMENT OPERATIONS owns more than 5% but less than 10%

• DUANE MICHAEL HIRSCH

  LEAD ADVISOR owns more than 10% but less than 25%

• HARRY EDWARD COHEN

  CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• JUN GU

  PORTFOLIO MANAGER owns less than 5%

• KAYLA ALEXANDRA TOLUNAY

  ADVISOR owns less than 5%

• SHELLI PAKEBUSCH BOUILLION

  ADVISOR owns less than 5%

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