Stephen L. Cohn, CFP

Stephen is Co-Founder and Co-President of Sage Financial Group, and is co-author of “The Sage Guide to Mutual Funds” (HarperCollins). Stephen has been named one of the most influential people in the investment world by The Wall Street Journal and SmartMoney Magazine. He has been quoted in Money Magazine, Forbes, and The New York Times. Additionally, Stephen was named one of the top 40 business leaders under the age of 40 in the Philadelphia Area by the Philadelphia Business Journal, and was recognized by Philadelphia Magazine as one of “100 People to Watch.”

Stephen co-founded Sage Online in 1995, a leading source of online mutual fund and equity information for individual investors. In March, 2000,, a global provider of investment information for the financial services industry, acquired Sage Online. Steve Case, Chairman of AOL Time Warner, said, “Alan and his brother Stephen are democratizing the fund industry,” and Cebra Graves, former editor of, cited Alan and Stephen as mutual fund “visionaries.” Stephen is a CERTIFIED FINANCIAL PLANNER professional. He graduated from Ithaca College with a BS in Finance and Economics.

Stephen is active in many civic associations and serves as Chairman of the Board of Alex’s Lemonade Stand foundation, on the Board of Directors of Mastery Charter School, and is on the Advisory Board of Veritat Advisors. He resides in Villanova, Pennsylvania, with his wife Ivy, and three children.