JECohen Merges with Insight Total Stewardship, Expands into Philadelphia
Deal News | Apr 03, 2025 | EIN
JECohen, a New Orleans-based wealth and investment management firm, has announced a merger with Philadelphia-based Insight Total Stewardship. This strategic move, effective March 24, brings JECohen's assets under management to about $92 million as of March 31, 2025. The merger represents JECohen's expansion into the Philadelphia market and aligns with their mission to become a leader in inclusive financial services. Shayna Lear Harvey, CFP, ChFC, MDiv, who leads Insight Total Stewardship, joins JECohen as a Partner and President of Wealth Management. The merger marks a significant milestone as the company also celebrates 10 years in business and a new strategic partnership with Credit Human Federal Credit Union. Legal representation for the merger was provided by Paul Hastings LLP for JECohen and Company Counsel LLC for Insight Total Stewardship.
Sectors
- Wealth and Investment Management
- Financial Services
Geography
- United States – The merger involves firms based in New Orleans and Philadelphia, signifying regional expansion within the United States financial market.
Industry
- Wealth and Investment Management – The merger between JECohen and Insight Total Stewardship is within the wealth and investment management sector, reflecting their focus on expanding asset management and financial advisory services.
- Financial Services – Both JECohen and Insight Total Stewardship operate in the broader financial services industry, which encompasses investment advisory, wealth management, and financial empowerment initiatives.
Financials
- $92 million – Assets under management for JECohen post-merger as of March 31, 2025.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| JECohen | Acquiring Company | Company | A New Orleans-based registered national wealth and investment management firm focused on inclusive financial services. |
| Insight Total Stewardship | Target Company | Company | A Philadelphia-based registered investment advisory firm led by Shayna Lear Harvey. |
| Shayna Lear Harvey | Partner and President of Wealth Management | People | Leader of Insight Total Stewardship, joining JECohen in a senior role. |
| Jarrett E. Cohen | CEO & Chief Investment Officer, JECohen | People | Founder of JECohen, leading the firm's inclusive and strategic growth. |
| Paul Hastings LLP | Legal Advisor for JECohen | Company | Provided legal representation for JECohen during the merger. |
| Company Counsel LLC | Legal Advisor for Insight Total Stewardship | Company | Provided legal representation for Insight Total Stewardship during the merger. |