Charles brings 30 years of experience in investments, banking, and business management culminating in the establishment of Harbor Point Capital Management, LLC, a Registered Investment Advisory Firm and Fiduciary in 2010. Mr. Lavrentios is the Founder and Managing Member of the firm. Previously Charles' corporate experiences have spanned three decades including senior positions with U.S. Trust Company's Private Banking Group with a capital responsibility of $1 Billion, Bank of America's Premier Banking Group managing client relationship managers and financial advisors with a capital responsibility of $900 million, Morgan Stanley's retail advisory group, and Coopers and Lybrand specializing in the banking and financial services sectors.
He earned his MBA from the F.W. Olin Graduate School of Business at Babson College with a concentration in Finance and his undergraduate degree from Northeastern University with a concentration in Accounting.
As an attorney and a member of his firm, Mr. Cohn (Jason) has more than a decade of experience in the practice of civil litigation successfully representing and counseling his clients while resolving their problems and disputes, Jason serves as general counsel to closely held businesses advising and counseling in a wide variety of areas including the development of risk management and business growth strategies. Jason has a wealth of perspective and experience through his work resolving cases and in providing advice to his clients on the risks associated with their business activities, especially the balance between risk and growth.
Jason graduated magna cum laude earning a JD from the New England School of Law and earned his BA in Economics from Tufts University.