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Alan J. Cohn, CFP, Co-President
Alan is a Founder and Co-President of Sage Financial Group, and is co-author
of “The Sage Guide to Mutual Funds” (HarperCollins, January 2000).
Alan 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,
Kiplinger’s Personal Finance, The New York Times. Additionally, Alan 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.”
Alan co-founded Sage Online in 1995, a leading source of online mutual fund and equity
information for individual investors. In March 2000, Multex, 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 Morningstar.net, cited Alan and Stephen as mutual fund
"visionaries."
Alan is a Certified Financial Planner. He graduated magna cum laude from the University of
Delaware with a BS in Finance. He attended Temple University Law School and Wharton Graduate
Business School.
Alan is active in many civic associations and serves on the board of Ben Franklin Technology
Partners, American Israel Chamber of Commerce, Adath Israel, and the Leukemia & Lymphoma Society
Walk the Night Executive Committee. He resides in Penn Valley with his wife, Darlene, and four
children.
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