Team Category Archives:

Upon graduating from Indiana University’s Kelley School of Business in 2023 with a B.S. in Finance, Liam moved to Cincinnati from St. Louis, MO to join the team at LM Kohn. A few of his responsibilities are onboarding, outreach, modeling, and maintaining communication with advisors. Additionally, he helps the RBC service team with any overflow […]

Matt is on the RBC service team assisting the Reps at LM Kohn. Matt recently graduated from the University of Kentucky with a B.S. in Finance (2021), a Master of Business Administration (2022), and a Master of Science in Finance (2023). While at Kentucky, Matt was a placekicker on the football team and became the […]

Sam is on the RBC service team assisting the Reps at LM Kohn. A few of his roles involve opening new accounts, processing distributions, transferring funds or assets to accounts, as well as placing trades when needed. He recently graduated from Miami’s Farmer School of Business with a B.S. in Finance. In his free time, […]

Diane Eastman has been with L.M. Kohn & Company for over 12 years and holds a Series 99 License. She started out with the company as a Receptionist and moved through the company where she is now an Assistant with the Compliance Department and the Commissions Department. She also works in updating the CRD System […]

Tom is on the RBC Service team and his responsibilities include all client service work, opening new accounts, distribution requests, and placing trades just to name a few. He graduated in 2015, from the University of Cincinnati, with a Finance degree. In his spare time, he enjoys playing/watching sports and exercising. He currently lives in […]

Trease has been an integral part of the LM Kohn team since 2015 and works as an Administrative Assistant. She is originally from Flint, Michigan, but she has lived in the Cincinnati, OH area since 2003. Trease works on the Fund Direct Service team processing forms for all direct application business including mutual fund direct, […]

Angela Boehm has a master’s degree in business administration and holds a Series 99 license. She has been with L.M. Kohn & Company since 1996. She handles many of the accounting requirements of the firm and takes care of the firm’s financial reporting obligations with the regulatory authorities and auditors. She is also the firm’s […]

Tina is the Executive Assistant to our CEO, Larry Kohn, and assists with his client services. She has been with L.M. Kohn & Company since 1998. She holds an OS registration with FINRA. Tina is a problem solver and enjoys reading and puzzles in her free time.