Meet the Team
David L. Cohen CFP®
Wealth Management Advisor
David Cohen was a Phi Beta Kappa at the University of North Carolina-Chapel Hill, and has a degree in Business Administration. In the Jewish community, he served as chairman of the Addlestone Hebrew Academy, president of the Charleston...
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Randy B. Cohen, CRPC®
Wealth Management Advisor
Randy Cohen, a Charleston native, graduated from Indiana University in 1993 with a degree in Finance. He began his financial advisory career in Cleveland, Ohio and spent five years working in the Chicago suburbs including over three...
Rebecca Galey
Client Relationship Manager
Rebecca Galey is currently a Client Relationship Manager at IHT Wealth Management. As aCRM, Rebecca is responsible for providing a seamless client onboard experience, accounttransactions, and relationship building. She provides a...