David Cohn, CFP®, CEPA, RICP®, MBA
Login to view DISC.David is a Managing Director and Wealth Manager at Steward Partners in San Antonio, specializing in comprehensive wealth management for affluent families. With a career that began in 2002, he holds an MBA from The University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER™. People who work with him describe him as trustworthy, credible, kind, and genuine.
Originally from San Antonio, David is married with four children. He is a member of The Club at Sonterra, where he enjoys playing pickleball and tennis. He is also an active community volunteer for organizations like Habitat for Humanity and the San Antonio Food Bank.
He began his wealth management career working alongside his father, embracing a philosophy of treating clients like family.
Read the full overview →How David shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics David cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.