Our TeamINVESTMENT MANAGEMENT

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DAVID K. SHERMAN
Founder, President & Portfolio Manager

David Sherman is the Founder, President and Senior Portfolio Manager of Cohanzick Management, LLC. Mr. Sherman has 25+ years of investment management experience. Prior to establishing Cohanzick, Mr. Sherman was actively involved as a senior executive in Leucadia National Corporation's corporate investments and acquisitions and was Treasurer of the holding company’s insurance operations. Mr. Sherman holds a B.S. from Washington University.


BRUCE FALBAUM, CFA
Principal

Bruce Falbaum is a Principal of Cohanzick Management, LLC and has functioned in that capacity since 2010. Mr. Falbaum has 25+ years of investment management experience having previously worked at Seven Bridges Management, LP, Ulysses Management, LLC, Halcyon Partnerships LLC and Prudential Insurance. Mr. Falbaum holds a B.A. from Duke University and a M.B.A. from the University of Michigan.

OREN COHEN
Principal

Oren Cohen is a Principal of Cohanzick Management, LLC and has functioned in that capacity since 2013. Mr. Cohen has 25+ years of investment management experience having worked at Pinebank Asset Management, Trilogy Capital, Salomon Brothers, Bear Stearns, and Merrill Lynch. Mr. Cohen holds a B.A. from Columbia University and a M.B.A. from the Wharton School of the University of Pennsylvania.

STEVEN SHACHAT
Portfolio Manager

Steven Shachat recently joined Cohanzick Management, LLC as a Senior Portfolio Manager. Mr. Shachat has 25+ years of investment management experience having previously worked at Alpine Mutual Funds, Evergreen Mutual Funds, Mitchell Hutchins Asset Management and Donald Sheldon & Company. Mr. Shachat holds a B.S. from Boston University. 

MICHAEL DE KLER
Senior Analyst & Assistant Portfolio Manager

Michael De Kler is a senior analyst and assistant portfolio manger of Cohanzick Management, LLC and has functioned in that capacity since 1999. Mr. De Kler holds a B.S. and a M.B.A. from Fairleigh Dickinson University.

JONATHAN BERG
Senior Analyst & Assistant Portfolio Manager

Jonathan Berg is a senior analyst of Cohanzick Management, LLC and has functioned in that capacity since 2010. Mr. Berg has 20+ years of investment experience having worked at Bear Stearns, Merrill Lynch, Ellington Management, and Trust Company of the West. Mr. Berg holds a B.A. from Duke University.

KIRK WHITNEY, CFA
Portfolio Analyst

Kirk Whitney is a portfolio analyst of Cohanzick Management, LLC and has functioned in that capacity since 2014. Mr. Whitney has 15+ years of experience having worked at the Solaris Group, Concordia Advisors, Alliance Capital and Bloomberg. Mr. Whitney holds a B.S. from Pennsylvania State University.

SPENCER ROLFE
Analyst

Spencer Rolfe is an investment analyst of Cohanzick Management, LLC and has functioned in that capacity since 2017.  Mr. Rolfe holds a B.A. from the University of Missouri.

 

Our TeamOperations

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JONATHAN BARKOE
CFO & CCO

Jonathan Barkoe is the CFO and CCO of Cohanzick Management, LLC and has functioned in those capacities since 2004 and 2009, respectively.  Mr. Barkoe, who has 20+ years of accounting and audit experience, has been in charge of Cohanzick's accounting since the firm's inception.  Prior to joining Cohanzick, Mr. Barkoe was an accountant with Raines & Fischer.  Mr. Barkoe holds a B.S. in accounting from Indiana University and a M.S. in Taxation from Baruch College.  

NICOLE DRIANO
Compliance Officer

Nicole Driano is the Compliance Officer at Cohanzick Management, LLC and has functioned in that capacity since 2018. Ms. Driano has 10+ years of experience having worked at Tricadia Capital Management, Anchorage Capital Group and Concordia Advisors. Ms. Driano holds a B.A. from SUNY New Paltz.

GREGORY VOETSCH
Operations

Gregory Voetsch works on operations at Cohanzick Management, LLC and has functioned in that capacity since 2010. Mr. Voetsch has 15+ years of experience having worked at Thomas Lloyd Global Asset Management and Millenium Brokerage. Mr. Voetsch holds a B.S. from St. Joseph University.

JOHN CONNER
Director of Strategic Relationships

John Conner is the Director of Strategic Relationships for Cohanzick Management, LLC and has functioned in that capacity since 2017. Mr. Conner has over 10 years of experience having worked at Collins Capital, Persimmon Capital Management, Fortigent, and SEI Investments. Mr. Conner holds a B.S. from Lehigh University.

DAVID DIKUN
Portfolio Specialist

David Dikun is a portfolio specialist for Cohanzick Management, LLC and has functioned in that capacity since 2019.  Mr. Dikun holds a B.S. from Pennsylvania State University.

 
I am a man of fixed and unbending principles, the first of which is to be flexible at all times.
— Everett Dirksen

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